Content Comparison

How to use the capability

1. Start from the “current” Version

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 shapshot

6. Revert to current

   1. deactivate the only simulated funds

   2. re-activate the funds in the portfolio

7. continue to work on scenario by loading the scenario