A few of many Investor's WorkStation operations:

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QuickView New 05/04/2012 (10:51)

Create an Asset Allocation Table Matrix Template (02:42)

Create an Advisor Database/Model Portfolio Template (03:00) -

Create and Allocate a Portfolio Starting With Cash Only (01:19)

Create a Blended and Allocated Portfolio; investor's existing investments and cash, if any, with a selected Advisor Database/Model Portfolio Template (03:49)

Rebalance & Reallocate Investment Portfolios New 05/04/2012 (02:39)

Reallocate Investment Portfolios (03:13)

Create a Block Trade; replace one investment with another in selected portfolios (01:35)

The selection of user defined and added investment sectors and investments in the videos above were chosen at random to illustrate the process and the number of investment sectors and investments selected were reduced to keep the videos short and at the same time number enough to illustrate the operation.

Though many types of investment sectors, investment categories, and investments are preinstalled, the user may add and define each as desired.