Portfolios

Upload, edit, and combine portfolios to best analyze client holdings

• How to set up Portfolio Alerts
• How do I delete or edit a Model Portfolio?
• Assigning a Default Benchmark to a Portfolio (recommended for individual stock/bond portfolios)
• Uploading a Portfolio
• Best Practice: Individual Stock Benchmarks
• Often asked questions: Is there a Max number of portfolio holdings (tickers/symbols)?
• How to Combine Portfolios in Advisor Core
• Example: How to set up a new prospect