-
This article is a continuation of In-House Discretionary - Portfolio Factsheet Within the In-House Discretionary Portfolio, Historic Performance can be added: Historic unit prices can be added to the portfolio to record the performance before...
-
This article is a continuation of In-House Discretionary - Platforms & Products The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund ...
-
This article is a continuation of In-House Discretionary - Asset Allocation In an In-House Discretionary Portfolio, you are able to add Platforms and Products that the product can be purchased through. Use the Search box to find available pla...
-
This article is a continuation of In-House Discretionary - Compliance Tab The Asset Allocation tab allows you to view the Fund Asset Allocation, Fund Risk Summary and Portfolio Asset Allocation information. Portfolio Asset Allocation can be ...
-
This article is a continuation of In-House Discretionary - Funds The compliance tab can be found within In-house discretionary portfolios. Compliance can be found in the tabs at the top of the portfolio, as seen below: This area allows yo...
-
This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio y...
-
Create In-House Discretionary portfolios under the Portfolio Builder tab. Click into the Portfolio Builder tab and select New or use the drop down arrow to create a New Portfolio: Click In-House Discretionary and &n...
-
This article is a continuation of Switching - Fees Once you have reviewed the results and selected a platform/off platform option, create a Report. View the report: The report can be downloaded: ...
-
This article is a continuation of Switching - Switches/Trades Add Fees in the Target Scheme area at the top of the screen: Add the fee information and Update Results The added fees will now be reflected on the results screen. ...
-
This article is a continuation of Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For furt...