How can you add Asset/Fund data into a Model Portfolio?

Modified on Fri, 15 Jun 2018 at 11:46 AM

Within the create/edit Model Portfolio screen, underneath both graphs there are blank text boxes displayed. These are for the name and split percentage, and the fund charge percentage in the funds graph (if this option has been previously selected from the 'Fund Charges' section).

Once the user enters these values, and clicks the add button (+) to the right of this section, this data is inserted into the graph and can be viewed instantly.

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