Modifying Weights & Rebalancing

Ticking 'Calculate as a portfolio' in the settings will display the 'Weight' column and 'Rebalance' / 'Save' buttons. 

 

 

Individual product weights can be modified directly. 

 

 

Additionally, product weights can be rebalanced to 100% automatically. Products not selected will be excluded when rebalancing. 

The performance of individual products within a portfolio can be analysed by simply un-ticking 'Calculate as a portfolio' and re-generating the charts. The 'Weight' column will be become hidden however the assigned product weights will be retained.   

 

 

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