How can I create model portfolios in Timeline?
You can do this via the "Plan Settings" / "Portfolio Tab" / "Edit Portfolio". There is an option to create your investment strategy using Timeline's asset classes by changing the respective percentage allocations per asset class and saving this into the Model Portfolio Centre. You can also build a strategy using real fund holdings (ISIN or CUSIP codes) from a fund factsheet. Once you copy and paste these into Timeline, we automatically map the funds to a closely matching asset class and you can save your portfolio in the Model Portfolio Centre.