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Martin Zahner

Martin Zahner

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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

Create Scenario

Info

Scenarios are variations of portfolio implementations, to report and analyse them. they can include

  • additional funds, that are planned to be bought

  • removed funds, that are planned to be sold

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https://apliqo.storylane.io/share/el7yy6z1kpe4

Inactivate Funds

Info

This screen allows you to create additional reporting levels where you can shift individual funds (or groups of funds) in and out of. This provides and easy way to report on the portfolio including or excluding certain investments.

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