Custom products can be added to your Portfolios via two options:
1. via the Custom Product area; or
2. directly in Portfolio Construction
Option 1 - via the Custom Products page
Go to Custom Settings > Custom Products
From this dashboard select the Custom Product(s) you want to use in a Portfolio by clicking on the tick box to the left of the name
Once you have selected the product additional functionalities will appear in the menu bar above, click on Export and select 'Portfolio Construction'
In the pop up box select if you want to add the Custom Product(s) to an existing portfolio or create a new one and then continue with creating/ editing your portfolio
The Custom Product will show in the portfolio under the sector selected when creating the custom product.
Option 2 - via Portfolio Construction
1. Select whether Create a New portfolio or Load an existing portfolio in the portfolio construction page.
2. To add a Custom Product click on 'Add', from the drop down menu box select the 'Custom Product' option.
3. Select the Custom Product(s) you wish to add to your portfolio and the product will appear in the relevant asset class of your portfolio.
Learn more about Portfolio Construction
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