Asset Groups

Assets in the Optimizer can be assigned to groups, such as stocks and bonds, to facilitate sorting and constraints.  

Display Groups

To display or hide fields pertaining to groups, select Asset Groupings in the Display Menu.

Assign and Add Groups

Assign groups on the Inputs Worksheet.  Add a new group by typing the name in one of the cells of the Asset Group column.  Once a group has been added to the list, you can select the appropriate group for each asset from the drop down menu.  For instance, in the default sample case, the assets are assigned as either a stock or a bond.  Those two options appear in the drop down menu when a cell in the Asset Groups column of the Inputs Worksheet is selected.  You can select either of those, or you could type in a third group name instead, which would make that group appear in the drop down menu.

Using Groups

After assigning each asset to a group on the Inputs Worksheet, you can sort by groups in the Asset Selector, use the group column to guide your constraint application, or review results on the Portfolio Weights Pie and Portfolio Allocation Charts by group.  The very bottom of the Charts Worksheet also displays the results by group.