Portfolio Scenarios › Add Investments to Portfolio Scenarios › Exclude Investments from Scenarios

Exclude Investments from Scenarios

Excluding an investment from a scenario means temporarily ignoring the investment contributions to the portfolio when calculating the values for that scenario. When you exclude an investment from a scenario, the investment is temporarily removed from the portfolio. The portfolio does not appear in the portlets (while you are still in the scenario).

You can exclude both approved and unapproved investments completely from scenario calculations. When the scenario is generated, these excluded investments do not display in the portfolio scorecard, even when you filter for approved or unapproved investments. However, the scenario investments you exclude completely from the scenario do display on the scenario investments page. If an investment is excluded from a scenario, then all contributions of that investment and its child investments are excluded from all calculations.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Click the Scenario Investments icon for the scenario you want to edit.

   The scenario investments page appears.

3. Click the Edit Scenario Details icon for an investment.

   The scenario details for the investment appear.

4. In the Scenario Details section, select the Exclude check box.
5. Click Save and Continue.

More information:

Modify Scenario Investment Details