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Add Security (Security Level Model)

Add Security allows you to add then specify parameters such as target % and rank for a security in your Security Level model.

When you click Add Security, you’ll see a dialog box that allows you to customize the allocation of that security within your Security Level model.

These are the available options:

• Security: Begin typing your security into the Search securities list. Choose the correct one when it appears.

• Target %

• Legacy Position

• Min %

• Max %

• Rank

For more information on creating Security Level models, see Create, Edit, and Delete Security Level Models.

For more information on basic model concepts, see Learn More About Models.