Portfolio Builder

To create, or edit, a portfolio, select "Create new" or "Edit" from the portfolio section of the Active List or go to the 'New' menu and choose 'Portfolio'. Now choose your portfolio items in a similar way to building your Active List by simply highlight the item and clicking 'add'.

Alternatively a portfolio can be created from instruments displayed in the Active List by choosing 'Import Holdings from Active List' in the Data drop down menu.

Once the components are included in the portfolio contents you can input the percentage holding or number of units for each component and the total will add up automatically.

Note: Items from different universes may be added to the same portfolio. Also the value currency is dependent on your set portfolio currency. To change this, please see the following Portfolio Settings section.