Open your portfolio or create a new hypothetical What-if portfolio.
Field | Description |
---|---|
New | Create a new what-if portfolio. |
Open | Open an existing what-if portfolio. |
Save | Save the active portfolio. |
Save As | Save the active portfolio in a new directory or with a different name. |
Import | Import a .csv file as a new portfolio. |
Open 'My Portfolio' | Only available from within a What if. This command opens your actual portfolio in the Risk Navigator. |
Close | Closes the portfolio. |