Using Equities in Portfolios

It is possible to include direct equities in a portfolio either with managed funds or as an equities only portfolio.

For both types of portfolios, the Portfolio Report will include the direct equity performance and the Stock Viewpoints can be selected to be included in the Portfolio Report.

There are two ways in which you can add stocks to a portfolio in the Portfolio Construction tool:

1. Create a Watchlist of your stocks in the Equities module and then select this when in the Portfolio Construction tool; or

2. Select the stocks from the menu in the Portfolio Construction tool

 

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