I added three assets to my ARGUS Intelligence portfolio. Why does the aggregate appear to cover only two?
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.
See the steps and a follow-up question
- 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.
Can I simply select a different period?
Only if it is suitable for the comparison. Check all members against that period; changing the selection can change the question the portfolio view answers.
Read the complete worked example