Edit a what-if portfolio, and tools for any portfolio from the Edit menu.
| Field | Description |
|---|---|
| Clear | Available from What-If Only: Complete clears all data including underlyings and positions from the what-if portfolio. |
| Reload from file | Available from What-If Only: Replaces current what-if data with position data from a selected file. |
| Add From... | Available from What-If Only: Adds all positions from a selected file. Note that if you currently have a position in the what-if and also in the file from which you are adding, the position quantity will be the sum of both positions. |
| Subtract From... |
Available from What-If Only: Subtracts the positions from the selected file from your what-if. For example, if the what if does not include aapl, but the portfolio you're using to "Subtract From" includes a long 500 position in aapl, the what-if position quantity will be: 0 - 500 = -500 (it subtracts the position quantity). If your what-if includes a long 1000 position in aapl and you subtract the long 500 position, the position quantity will be: 1000 - 500 = 500. |
| Edit Industry groups | Opens the Industry Editor. |
| Edit Beta Values | Manually edit beta values with the Manual Beta Editor. |
| Edit Beta Calculation Method | Opens the Beta Calculation Editor. |