Custom Benchmark/Holdings Entry Dialog Box

Add the holdings for your custom benchmark and assign their weight.

1. In the Symbol and Name columns, enter the ticker or the name of the holdings you want to add to the custom benchmark. Or, click to add several holdings at once.

2. in the Weight % column, assign holding allocation percentages. Total weight must equal 100%. If you want to assign equal weighting to each holding, simply click .

3. Click Recalculate. The pie chart, style boxes, and stock sector data will be filled in according to the weights allocated.

4. Click . The custom benchmark is saved and listed in the Benchmarks spreadsheet.