As you generate a proposal or report, you can easily customize the section describing the portfolio holdings:

  • Point-and-click the rows of the holdings table to change the order of the positions (sort alphabetical, by symbol, by weight).
  • Point and click the columns to specify which of shares, value, portfolio weight should be displayed for each position.


In addition, the edit columns function allows changing the portfolio hypothetical value (in case this is a model portfolio) to something different than the default value, to  tailor the proposal to your client’s situation.