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Navigating within Assetic Predictor

Objective: Gain an understanding of how to navigate within Assetic Predictor.

  • + sign to the left of the label indicates there are details underneath (that can be expanded)
  • a - sign indicates all the details underneath are already expanded
  • To expand or collapse the details underneath a label, double-click on that label
  • Alternatively click + or - to the left of the label


To view templates under a portfolio:

  • Go to the portfolio name in the navigation panel. A + sign in the box to the left of the portfolio name indicates there are templates under that portfolio
  • Click on the box or double-click the portfolio name 

To view all details under a portfolio at once (templates and different data, models and strategies under those templates):

  • Go to the portfolio name in the navigation panel
  • Right click on the portfolio name

  • Click on Expand All

 

All details, templates, data, models and strategies will appear under the portfolio as below:

 

To close all the details at once:

  • Right click on the portfolio name on the navigation panel
  • Click on Collapse Label
  • All the details under the portfolio will disappear