How to add / remove a fund from your Model Portfolio?
Ensure you have followed your firms process before adding and removing a fund from you Model Portfolio as this will impact the Reports you produce on Fastrak.
Navigate to Setup à Sector Model
*Check that you have selected the correct Sector model to add or remove your fund from*
To remove a fund à Drag and drop the fund from the left table into the recycle bucket
To add a fund à Search for your fund using the Search funds from/Search fund field à
Drag and drop the fund from the right-hand side table into the required sectorà
Navigate to Setup à Model Portfolio à Find your sector and click on the green plus sign on the far right of the heading.
Listed will be the fund added à Tick the white box to the left of the fund à click on Add Selected on the bottom right of the dialogue box
If you are able to search for funds in the Search All Funds field please revisit adding funds to your Sector Models and Sector Hierarchies
If you decide to add the funds from this area they will appear as unassigned on your reports as they have not been allocated to sectors. Allocation to sectors can only happen in Sector Models & Sector Hierarchies.
