How do you search for a Model Portfolio?

Modified on Sat, 08 Apr 2017 at 03:09 PM

Within the ‘Model Portfolios’ page, there is a search option located on the right hand side of the screen, just below the 'New Model Portfolio' button. This is outlined in red below.

All matching portfolios will then appear in the main screen once the user has entered the name of the portfolio into the search box.

This is a useful feature if you want a quick way of locating a portfolio when there are a large number shown on the screen.

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