The Portfolio Size section within the Portfolio Builder settings allows users to define the scope and scale of the portfolios that will be constructed during the optimization process. This section specifies the number of reports to be included in each portfolio and provides information on the selection and potential combinations of reports.

Portfolio Size

Number of Reports in Portfolio

Description: This parameter specifies the number of reports that each portfolio should contain. Users can set a range by specifying a minimum and maximum number of reports.

• Purpose: Defining the number of reports in a portfolio helps control the complexity and diversity of the portfolio. A larger number of reports can provide greater diversification, while a smaller number can focus on specific strategies.
  
  
• Use Case: Set this parameter based on your desired portfolio diversification and the specific requirements of your optimization goals.

Selected Reports

Description: This field shows the number of reports that have been selected for inclusion in the Portfolio Builder. These selected reports form the basis from which portfolios will be constructed.

• Purpose: Knowing the number of selected reports helps users understand the scope of the optimization process and ensure that enough reports are available for creating diversified portfolios.
  
  
• Use Case: Ensure that a sufficient number of relevant reports are selected to achieve meaningful optimization results.

Total Possible Portfolios

Description: This value represents the total number of possible portfolios that can be constructed based on the selected reports and the specified number of reports per portfolio.

• Purpose: Understanding the total number of possible portfolios helps users gauge the scale of the optimization task and the potential combinations that the Portfolio Builder will evaluate.
  
  
• Use Case: Use this information to adjust your settings if the number of possible portfolios is too large to manage effectively, or if it's too small to provide meaningful diversity.

Summary

The Portfolio Size section in the Portfolio Builder settings is crucial for defining the structure and scope of the portfolios to be optimized. By setting the number of reports per portfolio, reviewing the selected reports, and understanding the total number of possible portfolios, users can control the complexity and diversity of the optimization process. This ensures that the resulting portfolios are well-balanced and aligned with the user's specific goals and constraints.