Creating a Custom Benchmark

Permanently deleted user
Permanently deleted user
  • Updated

Overview

In this article, we will go over how to add custom benchmarks to the platform for Pro Members, and Enterprise Members

Adding Your First Benchmark

In the Models tab, navigate to the Custom Benchmarks section. Click the + Add New Benchmark button at the top right corner of the screen.

Benchmark EN.gif

It will open the Benchmark Builder. There are three components to the builder:

  1. Benchmark name
  2. Search bar
  3. Weight distribution

The Benchmark Builder works the same way the Portfolio Builder does. You can search for indexes and add them to your benchmark. 

Once you've added all the elements to your custom benchmark, allocate a weight to each of them manually or use the Allocate evenly shortcut.

Save your custom benchmark by clicking the Save Changes button. Your benchmark will now be visible under the Custom Benchmarks section of the Models tab.