BALANCES (ISA's/PENSIONS) NOT EDITABLE ON IMPORT

If a portfolio has been imported with holdings the ISA's/Pensions balances are not editable. If you did want the holdings to be applied you would need to have the Morningstar Integration with Voyant.

 

(HOW TO FIX IN SCREENSHOTS BELOW)

Holdings are pulled across but no asset allocation occurs if you do not have the integration mentioned above.


TO FIX

1. Go into growth>rate>change 'grow this account by' to portfolio holdings.


2. Select portfolio>edit calculated portfolio>edit>click continue
5. Go back to rate>change 'grow this account by entered growth rate'.
4.Go back to basics>Balance field now editable.