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Here is a step-by-step guide on how to create a Grip Forecast in Portfolio Forecaster.

To create a new group forecast, select Create New from the Home Page or Add New from the Navigation Bar.

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  1. Start by giving your Group Forecast a name and a Confidence Level.

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2. The second step is about defining what you would like to forecast.

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3. In the third step, you will confirm the amount of historical data you would like to use for this forecast.

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  1. In the fourth and final step, you will choose which permissions the chosen user or groups should have.

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