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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...
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This article is a continuation of Creating an Off-Platform Holding . 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&nb...
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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. S...