Modifying Weights & Rebalancing

Ticking 'Calculate as a portfolio' in the settings will display the 'Weight' column and 'Rebalance' / 'Save' buttons. 


Individual product weights can be modified or the product weights can be rebalanced to 100% automatically using the 'Rebalance' button.

Products not selected will be excluded when rebalancing. 


The performance of individual products within a portfolio can be analysed by simply un-ticking 'Calculate as a portfolio' and re-generating the charts. The 'Weight' column will be become hidden however the assigned product weights will be retained.   



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