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Portfolio Management

Portfolio Maximums for Investments, Roles, and Attributes

To ensure better performance and usability, the following limits apply to the maximum number of investments, roles, and attributes that you can include in a portfolio:

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Aggregation Rows Added to the Portfolio Waterlines View

The Portfolio Waterlines view has been enhanced to display the aggregated time-varying totals for selected constraints. The time-varying values for the individual investments can also be displayed overlaying the Gantt bars for a selected constraint.

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