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