Build a Portfolio

Procedure

  1. Click the Portfolios tab to display the Portfolios listing.
  2. Click .
  3. In the Create Portfolio dialog box:
    1. Enter a unique portfolio name.
    2. Indicate the portfolio type:
      Static

      Displays all treaties associated with the portfolio.

      Dynamic

      Displays all treaties associated with the portfolio that meet the filter criteria.

      Remember, once you establish the type you cannot change it.

    3. Click Create.
  4. Establish portfolio details in the Portfolio Details pane.

    This is where you select companies from the Master Portfolio list to add to your portfolio; you may also apply filter criteria.

  5. Click the Home tab to return to the list of portfolios.