Go to: PM&R Help Menu
- Swap Securities
- Customize the Window
Exchange one security for another security (swap securities) across all models to which you have the ability to edit. This capability eliminates having to edit each model one by one.
The ability to edit a model applies only if you created the model, or if you are a system administrator or other person with a similar role at your firm. Note that when a model is shared with you, since you did not create the model, you do not have the ability to edit that model.
If swapping for a security that does not align with an Asset Class model, a warning informs you that this may result in an invalid model (model with errors). Although you can proceed with the swap, you must edit the model after performing the swap. (Edit a Model)
To swap securities
Enter the symbol of the Existing Security to swap from, and press Tab. (Security Lookup)
- For your convenience, the security's sleeve displays.
Enter the symbol of the New Security to swap to, and press Tab.
- Select Clear to start again.
Select Find Models.
Models that contain the existing security list in the table. Models with warnings sort to the top of the list, if applicable. Hover over a warning icon to view the reason for the condition.
Use filters above the table:
- Select Hide Warnings to show only models without warnings.
- Select Warnings Only to show only models with warnings.
- To find a model, enter at least 1 character of its name in the Filter By box.
In the left-most column, select the check box of each eligible model to include in the swap.
- To choose all listed models, select the check box in the column header.
- You cannot select check boxes of models with red warning icons.
Select Swap.
- Results include checkmarks next to successful swaps.
- A yellow warning icon indicates an Asset Class model that needs editing.
- In the Model Name column, select a link for details. (Model Details)
Choose which columns to display in the table. Your column choices remain persistent from session to session.
- Columns designated as "required" cannot be removed.
To add a column, in Available Columns:
- Select the column name.
- Select Add.
To remove a column, in Selected Columns:
- Select the column name.
- Select Remove.
To change the order of a column, in Selected Columns:
- Select a column name.
- Select Move Up or Move Down.
| Field | Definition |
|---|---|
| Access | If entitled, indicates the ability by other users at your firm to access the model: Public
|
| Created By | The name of the user who created the model, in last name, first name format. |
| Created By ID | The ID of the user who created the model. |
| Creation Date | The date and time the model was created. |
| Description | The user-defined description of the model provided by the creator/editor. |
| Edit Date | The date and time the model was last edited. |
| Edited By | The name of the user who last edited the model, in last name, first name format. |
| Model Name | The user-defined name of the model provided by the creator/editor. Select the model name to view its Model Details. |
| Shared | If entitled; indicates whether the model is shared: Shared
|
| Target | The target of the model: Percent |
| Type | The model type. (Model Types) Individual
|
Warning |
Indicates whether an issue exists in the model. If no issues, the column is blank. When an icon displays, hover your pointer over the icon to view the reason for the warning. To resolve a warning, you must edit the model. (Edit a Model)
|
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