How do I activate Model Portfolios in PortfolioAnalyst?

To activate Models Portfolios in PortfolioAnalyst, navigate to the Reports tab in PortfolioAnalyst and locate the Model Portfolios tile. Click Activate this Feature to begin loading model data for your accounts. Once complete, a green checkmark confirms model data is available.

Additional Information

  • The Models page in the PortfolioAnalyst User Guide.
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How do I divest from a Portfolio Model?
What does this model list page show?
How do I create a Portfolio Model?
How do I select models on the PortfolioAnalyst Dashboard?