Run and download simulations from the Portfolios view
Beta feature
You can run a custom simulation for a single optimized or active portfolio and download automated weekly simulations for up to 100 portfolios from the Portfolios view.
Running a custom simulation requires the Create Simulation permission. Downloading weekly simulations requires the View Simulation permission.
Run a custom simulation run-simulation
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In the main menu, click Manage > Portfolios.
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Do either of the following:
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Hold the cursor over the portfolio row. Next to the portfolio name, click … > Run Simulation.
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Select the check box next to the portfolio. In the bulk actions toolbar, click More > Run Simulation.
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Specify the custom simulation settings:
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On the Basic Settings tab, enter a unique Simulation Name and change the basic parameters as needed.
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(Optional) On the Advanced Settings tab, change the advanced parameters.
The selected portfolio’s current settings are used as defaults. Changing simulation settings doesn’t change the portfolio’s settings.
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Click Next.
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Review the settings and make changes as needed.
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Click Submit & Run.
The request is submitted, and the Simulations view opens. You can download the simulation after it completes successfully.
Download weekly simulations download-simulations
You can download weekly simulations for one run date at a time as a Microsoft Excel workbook (XLSX file). Only active and optimized portfolios with available simulation reports for that date are included.
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In the main menu, click Manage > Portfolios.
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Select the check box next to each portfolio whose weekly simulation you want to download. Select up to 100 portfolios.
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In the bulk actions toolbar, click More > Download Simulation.
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In Weekly Simulation, select a run date.
The most recent available date is selected by default. If reports aren’t available for some selected portfolios, the dialog shows how many portfolios will be excluded. Select another date if needed. You can’t download a report when no selected portfolios have an available simulation for that date.
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Click the download button, whose label includes the number of portfolios with available reports (for example, Download 2 portfolios).
The file is downloaded according to your browser’s normal procedure. The completion message indicates how many portfolios were included.
To download custom simulations or select individual weekly simulations, use the Simulations view.
Custom simulation settings custom-simulation-settings
For more information about the custom simulation settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.