Fixed Cash Holding in Model Portfolios
Planned
Users would like to allocate some portion of Model Portfolios to Cash which remains constant from a performance standpoint and shows up as cash in the allocation models.
I like this idea
Requested by Doug Goodman (Richardson GMP) $3,900
Requested by Doug Goodman (Richardson GMP) $3,900
chris@blackhawk-capital.com ($3800)
chris@blackhawk-capital.com ($3800)
Requested by Bob Drury at alphastar Capital Management $4,800
I recommended using a money market but the issue is that it shows up as as a mutual fund in the holdings tab.
"Yesterday, I used FDRXX, but that shows up as a mutual fund (not really the case)."
Requested by Bob Drury at alphastar Capital Management $4,800
I recommended using a money market but the issue is that it shows up as as a mutual fund in the holdings tab.
"Yesterday, I used FDRXX, but that shows up as a mutual fund (not really the case)."
Webinar
marc.lamontagne@ryanlamontagne.com
Webinar
marc.lamontagne@ryanlamontagne.com
Steve Rimmer - $3,780
Steve Rimmer - $3,780
This will be doable via Custom Securities feature, where you can create a custom security that serves as cash.
This will be doable via Custom Securities feature, where you can create a custom security that serves as cash.
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