You can create new Model Portfolios and find existing ones under the Company/Model Portfolios page.

A link to edit, clone, export or remove Model Portfolios is also available from this page. From the edit page you can modify the Model's description and other related information, as well as specify underlying securities allocation.

Each time securities allocation is modified, InvestGlass will generate a new Model Version. Versioning allows to keep track of the model changes over time. All versions are accessible from the Model Portfolio page, and there's also the possibility to export all Model Portfolio history with the Export History button of the Actions menu in the Model Portfolio page. Only the latest version will be used to ensure actual portfolios are properly following the target Model Portfolio.

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