You may group portfolios together to create a household view. Group portfolios are recognized by the icon . To create a group:
- In Portfolio Lab starting screen, select New -> Group
- An empty group portfolio is created. Click on Components:
- Click on Add Portfolio to designate portfolios that are part of the group. In the example below, three portfolios were added:
The components may be any real portfolio or portfolio from a partner. Note that model portfolios can not be grouped.
To remove a portfolio from a group, click on Components, then click on the X icon at the end of the portfolio row.