Portfolio Scenarios › Add Investments to Portfolio Scenarios › Update Portfolio Scenario Investments Included by a Power Filter

Update Portfolio Scenario Investments Included by a Power Filter

Use Synchronize to update the investments added to the scenario using a power filter expression. Only the investments that meet the conditions specified in the power filter and are not already included in the scenario are available for adding. You can remove the investments that no longer match the conditions of the power filter.

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. Select the check box next to the expression you want to synchronize.
4. Click Synchronize.

   The synchronize matching Investments page appears.

5. Click Synchronize.