eMBS Demonstration Tour

Demonstration Tour

Copy/Merge

To help facilitate the quick movement of securities in your portfolios, you can select one or more portfolios and copy/merge them into a new or existing portfolio. This can be helpful when running analytics at the portfolio level.

Merge or Copy eMBS Demonstration Tour Portfolios

This page will copy one or more portfolios into a new or existing portfolio.

Select the new or existing Portfolio for the results.
Select the Portfolio or Portfolios to be merged or copied.
Select Submit.

Select an existing Portfolio to contain the result the Merged or Copied Portfolios:

...OR...
Create a new Portfolio:

Id	Name	Comment

Select Portfolio(s) to be Merged or Copied:
Select	Id	Name	Last Updated	Count	Comment
	ARBACCT	ARB ACCT 201	2/11/2003 4:10:00 PM	10	Do not allocate
	HOUSEACCT	House Account 101	4/30/2012 3:27:00 PM	20	Generic pools for allocation

Demonstration Tour