Double click the name of your portfolio then click on Add Holding. This will open a new window with three tabs at the top. Click on the Cash tab and then on the magnifying glass. Hit Go. This will show you all cash holdings available in Adviser Workstation. The standard cash used is Default Cash (UK). Once selected please click on Add and OK. In the column ‘Amount in Base Currency’ type the amount you would like to include and click Finish at the bottom.

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