What Does the Error "A Model Portfolio cannot use a comparable security as its own benchmark" Mean?
This error will display when the benchmark selected in the Portfolio Editor is also set as a comparable security in the Performance tab of the portfolio overview page.
To resolve that error you can do the following:
To resolve that error you can do the following:
- Search for the portfolio at the top of the page
- Select it from the dropdown list
- Select the 'Performance' tab
- Select the 'Edit Comparables' button at the top right
- Remove any securities associated with the benchmark from the list
Note that if you are using a blended benchmark, none of the holdings in the blended benchmark can appear in the Performance tab or it will result in the error.