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Model Portfolios

Rebalance Dashboard

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Model Portfolios

Model Change History

All changes to Model Portfolios are recorded and store in the Mode Portfolio Change Audit.

To view the changes, click on the Change History tab inside the Model Portfolio

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This will display all the changes that have been made to the Model Portfolio since creation

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The Change History tab includes the following information

Editor Name - Name of user that made the change

Author- Email of user that made the change

Role - Role of the user that made the change

Change Type - Type of change made (eg rebalance, weight change, name change, investment added, investment removed, model details changed)

Changed - Date/Time that change was made

Note - The note that was entered when the changes were saved

Actions (View This Revision) - Link to a static version of the most after the changes were applied

Actions - View This Revision

The 'View This Revision' link allows the user view the Model Portfolio after the change were made. A static copy of the model portfolio is saved with each change.

To view the previous Model Portfolio, click the View This Revision link

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This link will take you to the Model Portfolio after the changes were applied. It will displayed the date and the type of change that was made to the Model

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To return to the current model portfolio, click the Back to Model button.

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