Portfolio Scenarios › Add Investments to Portfolio Scenarios

Add Investments to Portfolio Scenarios

The pool of investments from which you can add to your portfolio scenarios are those to which you have access rights and that are in the portfolio. You can also set optimization and constraint parameters, generate the scenario, and then alter those investments. You can add and define as many investments as you need.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Click the Scenario Investments icon next to a scenario.

   The scenario investments list page appears.

3. Click Add.

   The select investments page appears.

4. Select investments and click Add.
5. Click Save.