HIMIPref™ User Manual
User Data
Creating a Portfolio
Editing a Portfolio
    Cash Flows
Commission Schedule
Deleting a Portfolio
Deleting a Transaction
Evaluating a Portfolio
Evaluating Performance
Trade Input
Trade Recommendations
Issue Evaluation

Editing a Portfolio


Edit Portfolio Constraints

constraintSpecificationRecords cannot be edited directly - once they're in, they're in! This eliminates errors that might arise if more than one portfolio uses a particular record and the constraints for only one portfolio are to be changed. Instead, a different record must be specified when changing the constraints for a portfolio; this different record may be either extant or newly added by the user.

To change the constraints for an extant portfolio: