How do I create and save a portfolio?
To create a custom portfolio in AAI, click the ‘+ Create a New Portfolio’ text link at the bottom of the Portfolios pane in the upper left-hand list. You’ll notice the interface switches to ‘Edit Mode.’
In the right-hand side, the portfolio builder pane opens—you can name and weight your custom portfolio here.
The default Asset Weight allocates 100% to ‘US Cash Uninvested.’ Reallocate cash to your desired assets but inputting percentage weights in the corresponding boxes.
To finish, click on the save/ok button at the lower-right hand of the pane. Your new portfolio will appear in the left-hand pane under ‘My Portfolios,’ as well as on the scatter plot.
IMPORTANT: To save your portfolio for future use, login or register on the website. If you choose not to do this, your portfolio will be lost once you close your browser window.