- Portfolio calculations cannot read individual model point results or model point file data
- Portfolio calculations CAN read aggregated product results, but only from product calculations where an aggregation type has been specified.
When a new Portfolio is created by clicking on the orange Create New Portfolio button in the upper right hand corner of the Portfolio screen, the following variables are pre-populated. Each of these variable defaults to a value of zero and can be edited to reflect the specific calculations that apply to a particular model.
Asset Purchase Amount - During investment, this variable indicates the total amount of assets to purchase.
Asset Sales Amount - During investment, this variable indicates the total amount of assets to sell.
Cash Before Investment - Before investment begins, this represents the amount of cash on hand available.
New Business Sales Amount - During the processing of new business, this variable is used relative to the model point allocation field to scale the model points during creation.