Create a Measure

Create measures to provide data that can be used for monitoring the health and status of portfolios or strategies.

To create a measure:

  1. Add a Measure for a Portfolio or Strategy
  2. Set a Threshold for a Portfolio or Strategy Measure
  3. Associate a Measure with a Portfolio
  4. Associate a Measure with a Strategy

For more details, see:


Last Published Monday, June 24, 2024