To create a new scenario:
- Click Portfolio in the menu bar and choose New Scenario.
You can also select <New Scenario> from the scenario list in the Map Tools Scenario panel.
- The General tab of the Scenario Properties dialog box appears.
- In the Name field, enter a unique name for the new scenario.
- In the Description field, enter a brief description of the new scenario.
- Click the Scenario Content tab to specify which items are to be included in or excluded from this scenario.
To include an item in the scenario, select an item from the OUT (Closed, Removed & Candidates) list and click Add >>. The item is added to the scenario and appears in the IN (Open, Added) list.
To exclude an item from this scenario, select an item from the IN (Open, Added) list and click << Remove. The item is removed from this scenario and appears in the OUT column.
Note: When adding and removing items, the changes are saved and viewed immediately. Clicking the Close button does not discard changes made to the scenario.
- Click Close. The new scenario is created. You can now customize this scenario and use it with investor maps to compare portfolios.