It is possible to edit previously created hypothetical portfolio. Feel free to change calculation method, fees, time frame and portfolio composition.
To edit a portfolio select a portfolio in the left sidebar and then click “Set Up / Calculations” in the right sidebar.
Would you like to rename, duplicate or delete a portfolio? Please see Manage Portfolios for more information.
Are there no portfolios available? Please see Build a portfolio for more information.
Continue your fund reporting workflow
This feature supports structured portfolio composition reporting in fund factsheets. Continue with Update and import portfolio composition and Fund factsheet production software.