Exposure proxies allow you to add allocation data to portfolio holdings that do not inherently include it, such as indices. Using exposure proxies helps you generate a more comprehensive and accurate view of your portfolio’s overall allocation. Exposure proxies can be added to Model Portfolios and Benchmark Portfolios.
How to Add Exposure Proxies:
1. Open the Portfolio Editor by selecting the pencil icon.
2. Toggle on 'Advanced Portfolio Settings'.
3. Click the checkbox next to Exposure Proxy.
4. Selecting Edit Items on the right side.
5. Searching for the proxy next to the holding name.
6. Click 'Update' on the right side after naming all of the required proxies.
7. Save the portfolio.
