This function is only available for accounts who have access to add funds and only admin users have the permissions to do this.
- Log in into your Oxford Risk site and on the top right, click on YOUR ACCOUNT>SETTINGS
- If your account has access to add funds, you will have a "Portfolios" section on the menu located on the left
- Once you click on Portfolios, you will see the "Create a portfolio" button. Click on it and add some asset allocations here
- Then click calculate and then add a name for the portfolio and click save