Dynamic Portfolios allow the input of historical holdings data. The editing process differs from that of static portfolios; please follow the instructions below:
1. On the Portfolios list page, select the pencil icon next to the portfolio's name. This will take you to the editor.
2. In the editor, select Download Source File. This file contains all past and present holdings, dates, and weights.
3. Edit the holdings, dates, and weights. To add new holdings or rebalance, add a new row at the bottom of the file with the effective date of the change, and list the updated weights for each security.
Ensure all historical holdings are kept intact in the file; only append new rows for new or updated allocations.
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4. Save your updated file and return to the Portfolio Editor and use the "Upload Data" button to upload your modified file.
5. After the upload, click "Save" to apply your changes.
