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Creating Portfolios Manually

You can create Portfolios from scratch and run them for their risk levels using Tolerisk's Portfolio Analytics features. 

To create Portfolios -

  • Find the "Portfolio Analytics" dropdown at the left side of the website. Then, click on the "Portfolios" option.
  • Click "Add Portfolio." You will then see a pop-up that will prompt you to select your client, name the Portfolio and set how you want it to be weighted. Then, click "Add" at the bottom right of the dropdown.

  • Click "Add item" to add a row to the page. Each row represents a security that you add to your Portfolio. 
  • Once you have added all the securities to your Portfolio, clicking "save and run" will generate a Tolerisk score for your Portfolio and give you more insights about it. 
  • Clicking on the "PDF report" button here will generate a detailed PDF report on the Portfolio you just created.

The video below will walk you through the steps above -