Creating What If Positions

In order to create a What-If Position for a portfolio it is necessary first to display that portfolio. Once the portfolio is displayed the What-If Positions that are already allocated to this portfolio are shown in the middle of the window as follows:

whifposn.gif

Selecting the "Create" button will display the Create What-If Position dialog:

whifcrt1.gif

After selecting the desired type of security and then the desired security for the What-If Position, clicking on "OK" will display the What-If Position Browser:

whifcrt2.gif

Enter the desired quantity and then click "Save" to finish creating this What-If Position.