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You are able to import multiple portfolios within Portfolio Builder and Investment Pathways. Navigate to Portfolio Builder: Once within the Portfolio Builder tab, make sure the List View is set to 'All: Pin the List view: Cl...
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Funds can be imported by citicode or ISIN into a portolio. Create a portfolio in Portfolio Builder: Enter details of the portfolio and 'Save': Click 'Import Funds' in the top right of the screen: Click 'Sampl...
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This article is a continuation of Portfolio Builder - Compliance Tab The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund Quartile Ranking ...
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The compliance tab can be found within your model and bespoke portfolios. Click on Portfolio Builder in the toolbar or use the search box at the top of the screen to find your portfolio: Click into the portfolio: Compliance can be found i...
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Portfolio Builder has a Fund Weighting to Risk Category Resolver. This allows you to enter funds into the portfolio, and set what Target Risk Category you would like to achieve. Click Find Weightings: Select the Target Risk Cate...
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Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New...
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This article is a continuation of Platform Holdings - Holdings To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All o...