- Choose your Client from the Portfolios dropdown in the header bar
2) Each Security can be swapped by clicking on Swap. Spinning Swap icon will appear if Securities are ineligible or overweighting a Portfolio. Click on Swap to find alternatives
3) Click on Refine Results to append / modify filters. If a Strategy and Compliance list is attributed, the Swapper will find bound alternatives to Securities present in the Compliance List. To widen alternatives you can un-tick filters.
4) Click on Swap button of the Security you chose to execute the Swap
5) A modal box will invite you to Modify Price, Quantity and Price Alert emails
Warning : Make sure your Portfolio has a Strategy and Compliance List attributed to enjoy the most of this Swap automation.