Once you have saved your Target Allocations totaling 100%, you can use the Invest (Buy) tile to the right of the Portfolio Model table. Enter an investment amount, preview and modify individual order parameters as needed, then Submit.
How do I invest in a Portfolio Model?
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How do I divest from a Portfolio Model?
You can withdraw a cash amount from your Portfolio Model using the Divest (Sell) tile to the right of the Portfolio Model table. Enter an amount to divest, preview and modify individual order parameters as needed, then Submit…
What is a Portfolio Model?
A Portfolio Model allows individual traders to create a portfolio of financial instruments that they can invest in using a single investment. Instead of setting up individual trades for each instrument, you invest in a model comprising a group of instruments, and the system buys shares for all instruments based on the rules of the model…
What does investing in a model involve?
Investing in a model is the process of creating an investment or adding to an existing investment in a model on behalf of one or more client accounts. Cash is transferred to the model from Independent and then used to buy positions in the allocation percentages specified by the model. Note: it is also possible to transfer positions to the model from Independent, thus reducing the need to buy new securities - see step 3 below…
What are Target Allocations?
When you are creating your Portfolio Model, you need to specify how you want your investment allocated among the assets in the Portfolio Model. Target Allocations are the instructions that determine what percentage of the invested amount is allocated to each asset. The total of all allocations must equal 100%…