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Creating Model Portfolios

Creating Model Portfolios

When creating a model portfolio, you can either create or import an investment list containing your preferred investments, or you can select each investment individually.

To create a model portfolio, do the following:

  1. From the upper-right corner of the window, click the Create icon, and select Model Portfolio. A window opens.
  2. Click the + icon. The Add menu opens.
  3. Enter a name or ticker to search for an investment, or select From Investment List to use items from a saved list.
  4. In the Weight column, enter percentages for the investments.
  5. At the top of the window, click Recalculate. The allocation totals update.
  6. From the upper left-hand corner of the window, click the Untitled drop-down field, then select Save As. The Save portfolio as dialog box opens.
  7. Enter a name for the model portfolio.
  8. Click Save.
Version history
Revision #:
1 of 1
Last update:
‎05-12-2018 07:41 AM
Updated by:
 
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