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:
- Upon clicking on the model name, you will be taken to the Model Summary tab of the Model page.
- Upon clicking on the number of accounts, you will be taken to the Model Accounts tab of the Model page.
- The action menu (three-dots) on the right side provides you with a jumping off point for model related actions: to edit or delete it, set its target allocations, rebalance, invest or divest from it.
The action of deleting a model removes it from the list. Any investments are transferred from the model to Independent in the same account.