Find the missing contribution.
Separate portfolio membership from the models included in a report.
Begin the lessonMembers with the
selected model
Check the model type, sub-type and period.
ARGUS Intelligence / Portfolio Manager model selection.
Three assets. Only two contributing?
The portfolio membership looks right. You need to establish which member models actually contribute to the selected view.
Portfolio membership and model availability are different checks. In Portfolio Manager, inspect “Choose a model” and the selected model type, sub-type and period. A member without that selected model cannot contribute that model’s results to the aggregate.
The method you will practise
- Open the portfolio and read the selected model type, sub-type and period.
- Check each member against that same combination. A model from another period is not the selected model.
- Resolve the missing model or choose an appropriate comparable set, then check the aggregate again. Do not enter a zero to stand in for missing data.
ARGUS Intelligence / Portfolio Manager model selection.
Station House has no model for the selected period. Is that a zero result?
Choose what you expect. The feedback will help you test your starting idea.
Inspect the member model set
Compare the cases below. Notice what changes, then read the explanation of why.
An invented diagnostic checklist, not an ARGUS Intelligence screen or a calculated portfolio report.
You find a Station House model from a different period. What is the sound next step?
Give me a hint
Open the portfolio and read the selected model type, sub-type and period.
Now try it in your software.
In Portfolio Manager, read “Choose a model”. Record the selected type, sub-type and period, then check each member against that combination. This sample does not connect to your portfolio.
You can distinguish an incomplete comparison from an asset with a zero result.
Need help with your own example?
The Companion is where you ask about the task on your screen. Include your software version, what you changed and the result you expected.
Read this module’s Companion exampleThis sample checks your reasoning here. It cannot inspect or certify your work in another application.