How do I create a hypothetical portfolio in Risk Navigator?

To create a "what-if" scenario based on your current portfolio:

  • Open the Risk Navigator window
  • Select New from the Portfolio menu
  • Specify whether or not you want to base the hypothetical portfolio on your existing portfolio

If yes, all of your current positions will download to the new What-if.

If no, you will see a blank window where you can add positions by clicking the green "New" field or dragging and dropping contracts from your main window.

More information on how to create a What-If portfolio in Risk Navigator can be found in our Users' Guide.

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