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Creating a hypothetical portfolio
Written by Anna German
Updated over a week ago
Rev. Date May 30, 2019
You can create any number of hypothetical or pro forma portfolios to analyze different configurations or evaluate a set of investments. Hypothetical portfolios are created in the following ways:
Navigate to the Libraries tab and click the “CREATE A NEW PORTFOLIO” button on the top right to create a portfolio. You can use an existing portfolio as a template or create a portfolio from scratch.
In the Portfolio Library section, click the “+” icon when hovering over a portfolio in the list (see below) or click the “CREATE A NEW PORTFOLIO” button
Create from a single investment - In the Investment Library section, you can select a particular investment to navigate to its tearsheet. To add it to a portfolio, click on the "ANALYZE IN A PORTFOLIO" button on the bottom left of the page.
Note that when you create a portfolio from this investment, you have the option to either create a pro forma portfolio from scratch, or use an existing portfolio as a template and add the selected return stream into this portfolio. In the latter case, you can also choose which asset class/strategy to place the selected investment.
This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.