- Within the Portfolio Intelligence tab, in the first section labeled "1. Current Portfolio(s)" select all the portfolios the user would like combined.
- Once all portfolios are added to section 1, click on the "Run Analysis" button at the bottom (Note: If the user navigates away from the page before the analytics are complete, the combined portfolio may not be complete).
- Once Analysis is complete, the user can download the spreadsheet by selecting "Spreadsheet for All_Holdings.xslx".
- By selecting the "Portfolios" tab, there will be a new portfolio in the account labeled "Combined:" with the name of the combined portfolios.