Open topic with navigation
Invest in Multiple Models
A client can elect to allocate their investment across
To invest in multiple Models
- From the Display Selector, choose the client
account that will be investing in multiple Models.
- Right-click the
Models header row and select
Invest in Models.
- Specify the amount
you want to invest in each available model. You can enter values by:
an investment amount or percentage in the entry field for each
model. The system will total the investment in the header row.
a total investment amount in the header row entry field and allowing
the system to evenly allocate the total amongst all models. This
method allows you to manually adjust percentages. Enter 0% for
any model in which the client does not want to invest.
The investment is distributed amongst the selected Models
based on the existing structure of each.
- If the Model is not yet funded, the investment
serves as the initial cash investment.
- If the Model is funded with cash only, the investment
is added to the current funding and will be used to purchase investment
- If the Model has positions, the investment is used
to purchase units in the same
ratios currently held in the Model.