Using your Custom Products in a Portfolio

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 Product area

When on the Custom Product menu page or Performance return page, click on the Send To icon and select Portfolio Construction



Select if you want to add the Custom Product to an Existing Portfolio or Create a New Portfolio. 

The Custom Product will show in the portfolio under the sector allocated to when creating the product.


Option 2 - via Portfolio Construction

1.  Create a New portfolio or Load an existing portfolio in the portfolio construction page.

2. To add a Custom Product select Add Product, when the drop down menu box appears select the 'Custom Product' option.


Select the Custom Product you wish to add to your portfolio and the product will appear in the relevant section of your portfolio.





Have more questions? Submit a request


Powered by Zendesk