Content Comparison

How to use the capability

1. Create Start from the “current” or a scenario snapshot

2. Add new funds
   make sure the enter the commencement date in the fund setup to make sure the fund will not have an impact on previous snapshots.

3. Activate and de-activate funds
   Activated Funds will be included in reports, de-activated not.
   How to: see below

4. Extract the reporting for the scenario

5. Save scenario as a shapshote

6. Revert to base-line scenario

   1. deactivate the only simulated funds

   2. re-activate the funds in the portfolio