Purpose of This Tool
Help Me Find Models is designed to:
Align existing portfolios with SMArtX models
Reduce unnecessary turnover
Minimize tax consequences
When to Use It
Transitioning from Rep-as-PM strategies
Onboarding new clients
Managing inherited portfolios
Re-platforming assets
Two Ways to Start:
Option 1: Upload Holdings File
CSV format required
Must include:
Tickers
Quantities
US securities only
Option 2: Select Existing Account
Pulls holdings directly from SMArtX
Focuses on APM sleeve
How the Matching Logic Works
Models are evaluated based on overlapping holdings
A match is defined as:
**At least 1 overlapping position**
Results are ranked by:
% overlap with your holdings
Understanding Results
Top-level metrics:
Number of holdings analyzed
Total portfolio value
Number of matching models
Highest overlap %
Deep Comparison View
Expanding a model shows:
Position-level overlap
Quantity + value differences
Allocation implications
Why This Matters
This allows advisors to:
Preserve positions where possible
Reduce trading costs
Improve tax efficiency
Watch Me
Transitioning to Portfolio Builder
If you find one or more investment models you'd like to use, after selecting the models:
Click Build Portfolio
Selected models carry forward
Begin portfolio construction
