Portfolio Stratification

The portfolio stratification page shows the stratification of your portfolio. Surprising, right?

To reach this page

1. Go to the Portfolio level of the app by clicking the left-top logo.

2. Click the Strats tab.

To see your portfolio stratification

1. Set your filters.

2. Click Search.

3. Results are listed below.

4. To export this information to Excel, click the Export button.