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Run or rerun a custom simulation

Last update: Tue Jul 15 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Beta feature

You can generate a custom simulation for an optimized or active portfolio. You also can either change the parameters of an existing simulation and regenerate the simulation or rerun an existing simulation with the existing parameters.

Admin and Account Manager users can see simulations created by other users. All other users can see only the custom simulations they create.

Create a new simulation

  1. In the main menu, click Plan > Simulations.

  2. Above the data table, click Run Simulation.

  3. Select the portfolio:

    1. Click Select Portfolio.

    2. Select the portfolio.

      To search for portfolios that include a specific text string, begin entering the text string within the search field. Values aren’t case-sensitive.

    3. Click Proceed.

  4. Specify the custom simulation settings:

    1. (Optional) To change the portfolio used for the simulation, click Change Portfolio next to the portfolio name, select the portfolio, and then click Proceed.

    2. On the Basic Settings tab:

      1. Enter a unique Simulation Name.

      2. (Optional) Change the basic parameters for the simulation.

    3. (Optional) On the Advanced Settings tab, change the advanced parameters for the simulation.

    The existing parameters for the selected portfolio are specified by default. Changing the values will show you the results that different parameters would produce without changing the portfolio’s existing parameters.

  5. Click Next.

  6. Review the settings, and edit settings as needed.

  7. Click Submit & Run.

When the simulation report is available, you and any other email recipients specified receive a notification with a link to download the data in a ZIP file that contains one workbook (XLSX file).

Edit the settings for an existing simulation and rerun it

  1. In the main menu, click Plan > Simulations.

  2. Select the check box next to the simulation to regenerate.

  3. Above the data table, click Run Simulation.

  4. Specify the custom simulation settings:

    1. (Optional) To change the portfolio used for the simulation, click Change Portfolio next to the portfolio name, select the portfolio, and then click Proceed.

    2. On the Basic Settings tab:

      1. Enter a unique Simulation Name.

      2. (Optional) Change the basic parameters for the simulation.

    3. (Optional) On the Advanced Settings tab, change the advanced parameters for the simulation.

    The existing parameters for the selected portfolio are specified by default. Changing the values will show you the results that different parameters would produce without changing the portfolio’s existing parameters.

  5. Click Next.

  6. Review the settings, and edit settings as needed.

  7. Click Submit & Run.

When the simulation report is available, you and any other email recipients specified receive a notification with a link to download the data in a ZIP file that contains one workbook (XLSX file).

Rerun a simulation with the existing settings

You can rerun simulations that aren’t currently queued.

  1. In the main menu, click Plan > Simulations.

  2. Select the check boxes next to the simulations you want to rerun.

  3. In the toolbar above the data table, click Rerun .

Custom simulation settings custom-simulation-settings

For more information about the custom simulation settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.

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