Manually Entering Items and Portfolios

You can manually select the items or portfolios that make up a portfolio. To add items or portfolios using query-based Portfolios, see Query-Based Portfolios.

To manually specify which items are included in the portfolio:

1. On the Items tab of the Portfolio Wizard, select Manual.
2. To add items or portfolios, click Add. A list of items (or portfolios) appears.

   If you chose to add a portfolio from an existing scenario, the items display accordingly.

   If you chose a super portfolio in the investor map, in the scenario content all the items under the portfolios display.

3. In the list of items or portfolios, select the items or portfolios that you want to add to the portfolio. To select multiple items or portfolios, hold down the Shift or Ctrl key on your keyboard as you select them.

   If you are creating a portfolio of items, you can only select items. If you are creating a portfolio of portfolios, you can only select portfolios.

4. Select Next to proceed to the next tab of the wizard, or select Finish to save the portfolio and exit the wizard.