Changing Allocation Amounts in a Portfoilio

Gate 39 Media Support -

  1. Select a portfolio to modify
  2. In the Overview section below the combined portfolio returns you’ll see a list of programs that have been selected that make up the portfolio.
  3. Click the Pencil icon to edit the program in that row. The Allocation will change to a text box.
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  4. Enter the new allocation amount and click the Save icon.
  5. All performance numbers are recalculated and displayed.
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