How do I select models on the PortfolioAnalyst Dashboard?

The selected account(s) were not invested in any of the selected model(s) during the time period selected and this is why no data is being displayed. Adjust your account, model, or time period selections to ensure the account(s) were actively invested in the selected model(s) during the chosen date range…

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…

The account(s) you select determine which models are available because each account may be invested in different models. This applies to both the Dashboard and Reports. Changing your account(s) resets any previously selected models so the Models picker can refresh with the applicable models…

Yes, you can include models in both the Dashboard and Report. Models can be selected on the Dashboard via the gray control bar and in the Reports tab when running default or custom reports. On the Dashboard, models apply to all supported widgets. In Reports, you can choose to consolidate selected models into a single report or generate an individual report for each selected model…