Editing a Static Model Portfolio

  1. In the left navigation pane, open either the Investment Planning or Workspace tabs, then select Model Portfolios, Static Model.

  2. Double-click on the model portfolio you want to edit. The model portfolio opens and you land on the Holdings Summary screen.

  3. If you want to delete holdings, do so on this screen. Select the holding you want to delete by checking the box to the left of the holding name.

  4. From the Action menu, click Delete.

  5. If you want to add holdings or change the allocation weighting, click Add Holding. The Holdings Entry box opens.

  1. When you are done, click Finish. You'll return to the Holdings Summary spreadsheet and your changes are reflected.