- In the Investor Map module, click Map Tools to show the set of panels.
- Click the Scenarios bar to expand the Scenarios panel.
- In the Name field, from the drop-down list, select an existing scenario, < No Scenario >, or < New Scenario >.
Note: The total number of defined portfolio scenarios appears at the bottom of the drop-down list.
If you select a scenario, the What-If mode appears.
- Select any of the following:
- Click Edit... to modify the current scenario.
- Click Create a new Portfolio to create a portfolio from an existing scenario.
- Notes:
- Super portfolios cannot be created using Create a new portfolio button.
- The new portfolio inherits the default home portfolio and security settings of the selected portfolio or super portfolio.