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

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

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

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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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A user with Admin Permissions has the permission to Edit and Delete a forecast. A user with View Permissions only has permission to view a forecast.