With Dynamic Portfolios, you’re able to present and discuss the impact of your historical asset allocations and holdings adjustments with clients and prospects.
How to Create a Dynamic Portfolio:
1. Hover over Tools and select Portfolios.
2. Select Create New at the top right and then select Blank Dynamic Portfolio.
3. Select the Upload Data link near the middle of the page.
4. Select Download our template on the popup menu.
5. Complete the template with the dates of each set of holdings, the tickers, and weights. Ensure that all holdings are entered on each date and the holdings on each date add up to 100%. Save the template.
6. Return to the Upload Data menu and upload the saved template.
7. Complete the fields at the top of the Model Portfolio Editor page and then select Save.
