What model portfolios are
Model portfolios are research portfolios generated from defined rules and market data. They help you study ideas, changes, and performance without replacing your own judgement.
Understand model runs, holdings, history, accounting, comparison views, and how to use model portfolios as research.
Model portfolios are research portfolios generated from defined rules and market data. They help you study ideas, changes, and performance without replacing your own judgement.
A run shows the model selection at a point in time. History and accounting show how the model evolved after repeated runs, booked activity, and daily value changes.
Comparison pages show what changed between runs: additions, removals, weights, and portfolio structure. Use them to understand the model logic before copying any idea.
Open the relevant portfolio area, make one focused change, then return to this guide if anything looks unclear.