Find the Proposed Portfolio Best Fit

Create a grouping of custom portfolios to find the best fit proposed portfolio based on a current portfolio, risk level, or value set.

Create a Best Fit Grouping of Model Portfolios

1. From the YourStake home page, select the Portfolio Intelligence tab to the left.
2. Hover over the grayed out "Load best fit" button, and select "Configure".
   
   
3. Select "Create New Grouping of Model Portfolios", enter a name for the new group of model portfolios, and click the green "Save" button.
   
   
4. Search for the portfolios that the user would like included in the grouping for best fit.
   
   
5. Once complete, select save changes at the bottom of the page.
   
   

Using the Load Best Fit Tool with Portfolios

1. After returning to the Portfolio Intelligence tab, the user can load a portfolio within the "1. Current Portfolio(s)".
2. Then click on the "Load best fit" button within the "3. Proposed Portfolio" section. This will find the best the closest match portfolio of the portfolios that the user designated as a model grouping.
   
   
3. Select this link to access the support article that provides the methodology on the best fit feature.

Using the Load Best Fit Tool with Risk Level

1. This tool will also work to find the best fit within the risk level. Within the Portfolio Intelligence tab, select the check box next to "Include Client Risk Tolerance parameter".
2. Select the risk level using the drop down options by clicking on "Select risk level manually".
   
   
3. Then select the "Load best fit" button. This will load in the proposed best fit based on the risk level.
   
   
4. The user can also select a custom value set, and the system will choose the best fit based off of the selected values.