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Copy a model portfolio

Stratifi offers you the ability to copy a model portfolio.

  1. Log into your Stratifi dashboard and go to Model Portfolios and click on the model portfolio that you would like to copy.
  2. In the model that you have selected click the Edit Model Portfolio button and then click the Create a copy button.
  3. In your new copy, you will see that copy (#) is appended to the name of the model portfolio; you can adjust the name if you like.

    Make your desired changes to this model and if you add or modify positions ensure that total weight is 100%.

    When you are finished making your changes click the Save Model & Run Prism button.
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