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Introduction
Introduction to the Touchstone Re application.
Common workflows
Common workflows for the Touchstone Re application include favorite activities or most-used features.
Workflows: portfolios
Run a portfolio analysis
Steps to run a Touchstone Re portfolio analysis.

Introduction
Introduction to the Touchstone Re application.
- What's new in Touchstone Re 2023 (11.0)
  This release of Touchstone Re includes new and enhanced features and models.
- Launch Touchstone Re
  How to launch the application.
- Quick introduction to the user interface
  Touchstone Re user interface.
- Common workflows
  Common workflows for the Touchstone Re application include favorite activities or most-used features.
  - Workflows: company
  - Workflows: portfolios
    - Build a portfolio
      Steps to build a portfolio in Touchstone Re.
    - Export portfolio loss results
      Steps to export portfolio loss results out of Touchstone Re.
    - Run a portfolio analysis
      Steps to run a Touchstone Re portfolio analysis.
    - View portfolio results
      Steps to view Touchstone Re portfolio results.
  - Workflows: administration
  - Workflows: adjustments
- Data
  Overview of Touchstone Re data.
- Models
  Highlight of models used in Touchstone Re.
- User documentation
  Verisk's software, model, API, and database documentation and support material is available on the Client Portal.
- User interface basics
Companies
A company is unique entity in Touchstone Re.
Company data (exposures)
Companies are associated with exposure data.
Programs
A program is integral to a company and it's exposure data in Touchstone Re.
Portfolios
A portfolio is a group of treaties selected from across companies.
Import
Import exposure data from external sources into Verisk databases.
Export
Export exposure data, results, reports, and companies out of Touchstone Re.
Loss results
The Loss Results pane for a company lists all loss analyses that have been executed for the company.
Analysis
An analysis in Touchstone Re is a probabilistic analysis of your aggregated loss or exposure data.
Tools
Tools to manage Touchstone Re and its data.
Administration console
The Administration Console enables authorized users to manage a suite of administrative tasks.
Reference
Supporting information on various topics associated with Touchstone Re.

Run a portfolio analysis

Steps to run a Touchstone Re portfolio analysis.

Before You Begin

Once you have built a portfolio you may run an analysis.

Procedure

Open the Portfolio Details pane (Portfolios > [Portfolio] > Portfolio Details).
When necessary, establish filter criteria and then click Apply Filter.
Click to initiate an analysis.
In the Portfolio Filter pane, review and (when necessary) update existing filters.
In the Analysis Settings pane, review and (when necessary) update the assigned event set, perils, event date filters, and Industry Exposure Database settings.
In the Output Options pane, review and (when necessary) update financial perspectives and/or zone sets.
In the Analysis Management pane, review and (when necessary) update currency rate and number of cores.
Enter a name for this analysis.

It can be useful to include information specific to the portfolio and also a run date.
Click Run.
To monitor the progress of this task, open the Activity Monitor.