Create a buy list for strategy rebalancing
This step is needed if you rebalance portfolios against a strategy. If you are rebalancing portfolios against other models, proceed to the next step.
A buy list is a list of securities that the system can suggest for buying, for example, if an asset type is included in the strategy but missing from the investment portfolio you rebalance. To create a buy list:
Create a security group with the securities that will be available for buys. Go to Groups → Security groups and create a static or dynamic group. To learn more about security groups, see Groups view.
Make sure that securities in the security group are allocated with the asset types (the same ones as your strategy uses). To allocate securities, go to Security window , Allocation tab.
Link this security group to the portfolios you rebalance in the Portfolio window, Security groups tab. For more information about linking, see Security groups.
Now you have a list of securities to buy when you rebalance against a strategy.