Standard templates in portfolio rebalancing
In the "Portfolio rebalancing" worksheet, you will find the three worksheets "Rebalancing", "Reallocation" and, if licensed accordingly, "Currency reallocation". You can also find the underlying standard templates of the "Portfolio rebalancing" type in the templates in the "Portfolio management" category. The following sections describe the standard templates of the "Portfolio rebalancing" type.
Customize these templates individually and save them under a new name using the FILE, SAVE AS... command. You can open templates saved in this way "empty" using the FILE, OPEN TEMPLATE command or, for example, using the OPEN WITH TEMPLATE... command in the context menu of securities account objects directly with the portfolios as input objects.
Insert your individual templates of the "Portfolio rebalancing" type as worksheets into your workspaces. Select "Template" as the view type and "Rebalancing" as the area in order to be able to open it via the "Portfolio rebalancing" icon on the "Ordering" tab or the quick access bar. For further details, please read the section Configure workspaces.