Models and Positions

You can view models, accounts and positions sliced in many different ways.

To see the total positions per Model

  1. Open the Portfolio tab.
  2. From the Display Selector, choose All.
  3. Select My positions by model.
  4. Click the "+" sign in the Models list to display the drill-down list of all investments per model.

 

 

To see model positions per account

  1. Open the Portfolio tab.
  2. From the Display Selector, choose an account.
  3. Click the "+" sign in the Models list to display the drill-down list of all investments per model.