Portfolio Builder: Enhanced Portfolio Creation
Models + securities, better analytics, more accurate proposals.
⏱ Overview
The upgraded Portfolio Builder experience enables you to construct portfolios using both models and individual securities within a single, streamlined workflow.
This delivers greater flexibility, improved analytics, and more accurate proposal outputs.
⚠ Important
Individual securities are included in proposal performance only in the New Portfolio Builder.
The Classic Portfolio Builder does not support individual positions in proposals.
⍟ Why it Matters (Advisor WIIFM)
With the New Portfolio Builder, you can:
Build blended portfolios that reflect real client allocations
Generate more accurate proposal performance
Navigate analytics more efficiently
Complete workflows faster with a simplified interface
𐐐 When to Expect This Behavior
Rollout: 2Q 2026
Click the option to "Switch to New Portfolio Builder" at the top of page
The Classic Portfolio Builder will remain available for a limited time to support transition.
You’ll see improvements when:
Building portfolios with both models and securities
Reviewing proposal performance (now reflects full holdings)
Switching between analytics quickly using tabs
Generating reports with fewer steps
⇆ Feature Before vs. After View
Today - Classic View | NEW View |
Model-only workflow | Models + Securities in One Workflow |
No securities in proposals | Full portfolio reflected |
Multi-step selection | Search and add instantly |
Scroll-heavy analytics | Tabbed navigation |
Actions at bottom | Actions always visible |
Limited visuals | Allocation chart included |
⇛ How It Works
1. Add Investments
Use the Search to Add Models/Holdings bar to quickly add:
Models
Equities
ETFs
Mutual funds
Tip: Search by ticker or name to quickly locate securities—no need to switch screens.
2. Manage Allocations
Enter weights directly in the holdings table
Use the Allocation / Individual toggle to switch views:
Allocation → % weights
Individual → position-level view
Tip: Use Allocation view to validate total portfolio weight quickly.
3. Analyze Portfolio
Navigate insights using tabs:
Portfolio Performance
Performance Statistics
Correlation Matrix
Top Drawdowns
Tip: Use the Correlation Matrix to identify overlapping exposures when combining models and ETFs.
4. Review Allocation
Use the allocation chart to visualize exposure across:
Models
Equities
Cash
Tip: Check for unintended concentration before generating proposals.
5. Generate Outputs
Access key actions at the top of the screen:
Create Target Portfolio
Generate PDF Report
Tip: Do a quick allocation + analytics review before generating outputs.
⌘ Key Considerations
Use search-first workflows to build faster
Add models first, then layer securities
Use tabs + chart together for a full portfolio picture
Review once → then generate outputs confidently
Start with Your Target Allocation
Define your portfolio structure before adding holdings.
Helps maintain balance
Reduces rework
Speeds up construction
Build Core → Then Customize
Start with models for core exposure
Add ETFs or equities for precision and customization
Tip: Use securities to tilt, not rebuild, what’s already in a model.
Validate Allocations Early
Check totals frequently
Keep allocations aligned to 100%
Use Analytics as You Build
Don’t wait until the end.
Performance → Validate return expectations
Correlation → Ensure diversification
Drawdowns → Understand downside risk
Use the Allocation Chart as a Quick Check
Identify concentration instantly
Spot imbalances early
🗹 Quick Checklist
Before generating a proposal:
✔ Allocations total 100%
✔ Portfolio reflects intended strategy
✔ Allocation chart reviewed
✔ Analytics tabs checked
✔ Built in New Portfolio Builder
𖧒 Need Help
📞 561-559-7676
💬 Or use the chat in your advisor dashboard