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Fund a Model
If you have defined target percent allocations, the initial investment will be automatically allocated based on the defined allocation percents. If you haven't defined target percent allocations, you will need to populate the model after it has been funded.
To fund a model
- From the Display Selector, choose the client
account that will be investing in the Model.
- Right-click the
Model in which the client wants to invest, and click Invest
in [MODEL NAME].
- Enter the investment amount and click
- If no target percents have been defined, the model will receive funds that will be available
to trade investment assets. Populate the model with tradable assets.
- If you have defined target percent allocations, this action will create investment orders in the lower panelthat you can transmit to achieve your target percent allocation.
If you have defined target percent allocations, the funds will automatically be allocated among the investment instruments and the appropriate orders will be created. Click "Transmit All" to submit the orders.