Once you have specified one or more instruments in the Portfolio page, you can save the portfolio.
Saving a portfolio means you can access it in the future, make it available to other users, etc.
From the Portfolio page you can save a portfolio in a number of different formats (or types) as follows:
Portfolio [P]
Portfolio template [PT]
Structure template [ST]
Structure [S]
For more information on these different formats, see What Portfolio Types Are Available?.
You save a portfolio (irrespective of its type) via the Portfolio Management window, where you must select the relevant folder in which to save the portfolio. If you are saving a portfolio to one of the public templates, it is important to note that if you belong to more than one user group you will also need to choose into which user group (or folder) to save it. You only see the name of the user groups if you belong to more than one user group.
When you save a portfolio into a public folder, you can also decide if you want to save it into the Structure Catalog.
Before you can save a portfolio, you must first calculate it. Subsequently, when you save it, any calculated rates (for example, the fixed rate or the spread) are saved in the system as though they were manually edited by the user. This is true even if these rates were not edited by the user. When you next open the portfolio the calculated rates are displayed as they were saved. To emphasize that they were saved as user inputs, these fields are highlighted in blue.
To save a portfolio from the Portfolio page:
| 1. | In the Portfolio page, create a portfolio. |
| 2. | To save it as a: |
Portfolio you can click the Save button on the top toolbar and then Save as Portfolio, or click the command key F12 on the keyboard.
Portfolio template click the Save button on the top toolbar and then Save as Template.
For more information on templates see What Is a Portfolio Template?.
Structure template click the Save button on the top toolbar and then Save as Structure Template.
For more information on structure templates see What Is a Structure Template?.
Structure click the Save button on the top toolbar and then Save as Structure.
For more information on structures see What Is a Structure?.
The Portfolio Management window opens.
| 3. | In the Portfolio Management window navigate to the required folder. |
| 4. | Enter a name. |
| 5. | To add the portfolio to the Structure Catalog click the star icon that is called Add to structure catalog. |
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This star icon is only displayed if you have permissions to save portfolios to the Structure Catalog. To enable this feature for your user contact [email protected]. |
| 6. | Click Save and then click OK. The portfolio is saved in the chosen format. |