Portfolio Loading and Modelling

The Portfolio Loading and Modelling panel lets advisers and portfolio managers model proposed changes before committing to any trade. It is always visible on the left side of MantaWealth — load a portfolio, adjust positions, and watch every analytical tab update in real time. Adjusting a quantity or adding a new instrument immediately recalculates diversification, risk metrics, performance attribution, and rebalancing results across all tabs, supporting better pre-trade decision making and more confident client conversations.

Portfolio Selector

The top of the panel contains the portfolio selector dropdown. Click it to switch between any portfolio available in your account. Three action buttons sit beside it:

• + — create a new portfolio
• Filter icon — apply filters to narrow the holdings view
• Delete icon — remove the currently selected portfolio

Capital Summary

Below the selector, three headline values show the portfolio's current capital breakdown, all denominated in CHF:

Field	Description
Funds	Total capital in the portfolio
Available	Uninvested cash available for deployment
Equity	Current market value of all held positions

Instrument Search

Use the Type and Press Enter search bar to find and add instruments. Once you select an instrument from the results, it is added to the holdings table immediately and all analytical tabs recalculate.

Click Add Instrument to add after typing.

Holdings Table

Each row in the holdings table represents one position:

Column	Description
Instrument	Name, ticker, and asset class (e.g. MSFT – Equities)
Price	Last traded price in the instrument's native currency
Qty	Number of units held
Alloc %	Percentage of total portfolio value
Notional	Position value converted to CHF

Each row also provides three controls:

• MAX — set this position to the maximum allowed allocation
• Refresh icon — reset the quantity to its original loaded value
• Delete icon — remove the instrument from the modelled portfolio

Reset All and Orders

At the bottom of the panel:

• Reset All — reverts all modelled changes and restores the portfolio to its originally loaded state
• Orders — opens the Orders panel, which shows the list of buy/sell orders required to transition from the current portfolio to the modelled portfolio