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Risk Navigator Portfolio Menu

Open your portfolio or create a new hypothetical What-if portfolio.

Field Description
New Create a new what-if portfolio.
Open Open an existing what-if portfolio.
Save Save the active portfolio.
Save As Save the active portfolio in a new directory or with a different name.
Import Import a .csv file as a new portfolio.
Open 'My Portfolio' Only available from within a What if. This command opens your actual portfolio in the Risk Navigator.
Close Closes the portfolio.