# Selecting an Investment Model

Once you have created a new trading account that was approved by the clearing firm, the next step is to select a model that suits your investment preferences and risk tolerance. These models are defined by your broker, each model representing a collection of securities with a certain target weight in the portfolio (the weight may fluctuate within a pre-defined threshold as security prices are changing).

![](https://502165580-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCyqRZZNe2CYk5yMleX%2Fsync%2Fe8b8428229fdb19f4e1e542bc29e86e16000f963.png?generation=1595567341796562\&alt=media)

When you click on a model, a confirmation window will appear, enabling you to verify that this model should be used to manage your portfolio. Click **Confirm**.

![](https://502165580-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCyqRZZNe2CYk5yMleX%2Fsync%2F1df67f715c41b710521228c0b2fdd9e969eba21a.png?generation=1595567341765877\&alt=media)

Once the model has been selected, you will immediately be re-directed to the **Portfolio** tab that gives you an overview of your portfolio: it shows the current market value of the portfolio, its returns over different time periods as well as the breakdown of the portfolio by different asset classes:

![](https://502165580-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCyqRZZNe2CYk5yMleX%2Fsync%2Fec7809739ee2cd2b64c30e5ae65df9f2dbab0e2b.png?generation=1595567352835806\&alt=media)