PORTAX Software > Inputs
> Group Constraints Editor

There are two basic
types of constraints: additive and relative.An additive restriction would be to restrict the sum of all equities to
be less than a constant percentage such as:

Large Cap + Small Cap + International Equity≤ 50%

A relative restriction restricts the proportions
between assets such as:

Large Cap = 2 x Small Cap

The Group Constraints Editor has 30 available
constraints organized by column.Each column has a row listing of the current assets set up in the Asset
Editor.A constraint is specified by
entering a non-zero coefficient for a specific asset.After the asset listing are the
following four fields:

Operator
This is ≤, = or ≥.

Constant

This varies between 0% and 100%.

Periods

This sets which periods
to apply a group constraint.