Custom Benchmarks

Instructions

  1. Select the Configuration button in the top right corner of the page.

  2. Go to the Custom Benchmarks section.

  3. Click the Create + icon in the Custom Benchmarks panel.

    Image of the PortfolioAnalyst custom benchmarks panel.

  4. In the Create New Benchmark window, enter the Name of the benchmark and an Abbreviation.

    Use the abbreviation as a quick way to search for and add this custom benchmark.

    Image of the PortfolioAnalyst configure custom benchmark panel.

  1. Type the first few characters of a benchmark you want to include. A list of matching benchmarks appears. For example, to add the S&P 500 index, you can type S&P 5 and a list of benchmarks that contain those characters appears.

  2. You can add one or more benchmarks.

  3. Enter the weightings you want for each benchmark. For example, to add the Russell 2000 Index and the S&P 500 Stock Index at equal weightings, type 50 for each (the total must add up to 100%).

    Image of the PortfolioAnalyst weights of benchmarks.

  4. Click Continue. Your new custom benchmark is now available when creating or editing a custom report.

 

Additional Resources