Yes, click the pencil icon to the right of the default name and create a meaningful label. You can only rename the model once.
Can I change the Portfolio Model name?
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What does this model list page show?
You can access detailed models data via the ‘Models’ menu option under ‘Trade’. This page shows a complete list of models created by you. A model weight is assigned as a percentage of net liquidation value.
Notes on the model list table:…
How do I create a Portfolio Model?
These models are managed by your Advisor and can only be created by Advisors in Trader Workstation. You can view your model portfolios in Client Portal. From the Portfolio tab select Portfolio Model.
- Use the Enter Symbol or Company Name field to add instruments to your model…
How is a model created?
To get started, begin by creating a model on the Create Models page found in the Advisor Broker Portal under Menu > Trade > Models > Create Models. You can later invest a given portion of one or more clients’ funds to it. Every model is referenced by its name. This cannot be changed once set. The description can still be changed…
What model edits are possible?
Once created you can edit the model's description, add, and remove instruments from the model and update its target allocation percentages.
You cannot change the name or the type (static or dynamic)…