The bulk of the work you'll do in Aucerna Portfolio will be done on the Active Scenario page. From here you'll be able to constrain, optimize, view, and analyze portfolios. It also serves as the platform from which we can change Scenario data and export results. Think of the other pages in Aucerna Portfolio as existing either to support or to compare results generated using the Active Scenario page. Five tabs can be accessed on the Active Scenario page:
- The Selections Tab
- The Metric Constraints Tab Overview
- The Details Tab
- The Opportunities Tab
- The Rules Tab