How to delete an existing Sector Model?
Ensure you have followed your firms process before deleting a Sector Model as this will impact the Reports you produce on Fastrak.
Navigate to Setup> Sector Models
Click on the Red circle icon with the black cross to delete.
How to add a sector to a Sector Model?
Ensure you have followed your firms process before adding a Sector Model as this will impact the Reports you produce on Fastrak.
Navigate to Setup> Sector Model
Type in the name of the new sector in the Add Sectors field à Click on the yellow plus icon to the right of the box
The new Sector will appear in the table below à click on the colour chart logo and choose the colour you want to appear for this sector on your reports
Add the funds you require à Search for you funds on the table on the right and drag and drop them into this new sector – See Example below
This Sector will now appear in your Model Portfolio.
How to delete a Sector?
Ensure you have followed your firms process before deleting a Sector as this will impact the Reports you produce on Fastrak.
Navigate to Setup> Sector Models
Locate your Sector à Drag and drop the Sector into the recycle bin located between the tables
How to rename an existing sector?
Ensure you have followed your firms process before renaming a Sector as this will impact the Reports you produce on Fastrak.
Navigate to Setup> Sector Models
Locate the Sector e.g., Cash à double-click on it à enter the new name, then click on another area of the screen to close the edit box to save your change
How to delete a Model Portfolio?
Ensure you have followed your firms process before deleting a Model Portfolio as this will impact the Reports you produce on Fastrak.
Navigate to Setup à Model Portfolios
Click on the red plus icon next to delete the Model Portfolio
