The Securities Page

The Securities page is an integral component of our Portfolio Analytics features, providing a platform to document your securities effectively. 

For accounts involving bonds, create proxies on the "Securities" page by following these steps -

• Click on the “Portfolio Analytics” dropdown on the left side of the site.
• Select the “Securities” tab.
• Click “Add Security” on the Securities page.

• In the pop-up, first, add your proxy fund and refresh the page.

• Click “Add Security” again and add your bond (or another security that requires a proxy), ensuring to check the “Select proxy” box this time.

Some things to note about this page -

• The proxies added to this page will be used to assess risk levels for accounts listed on the "Accounts/Groups" page. If you want to include a bond fund in a model portfolio or an account created on the "Portfolios" page, you must enter the proxy fund as a separate row directly on the "Portfolios" page.
  
  

The video below will highlight the steps outlined in this article -