Portfolio Sets
Grouping portfolios into sets: what the Custom Set Builder does today and what is not connected yet.
Portfolio Sets is the area for grouping several portfolios into one coordinated set, rather than working with one portfolio at a time. It appears only if your plan includes Portfolio Sets, and most of it is not built yet.
What you see today
- A clear notice that automatic set construction is not built yet, with the number of retained portfolios available and the set size configured in Portfolio Settings.
- Custom Set Builder — you can pick real portfolios from your retained bank, including portfolios you selected with the + in Portfolio Comparison and brought across with Build Custom Set.
Not connected yet
Combined set metrics, a set equity curve, saving a custom set, deploying it and exporting it are not available yet. The Portfolio Sets tab in Portfolio Settings doesn’t affect any result at the moment.