Initializing help system before first use

Using the FAC Version of Workbench

  1. Visit the Xpress Workbench URL and log in.
  2. In the Xpress Workbench HOME page, click CREATE PROJECT, enter a value of Portfolio Optimization in the Name field in the subsequent Create Project dialog and then click SAVE.
    A new tile called Portfolio Optimization appears in the Xpress Workbench HOME page.
    Note Depending upon your installation, you may see an existing project tile labeled Portfolio - An Optimization Model Example on the Xpress Workbench HOME page. This is a more advanced portfolio optimization model provided as an example, and is unrelated to the new Portfolio Optimization project just created.
  3. Click on the Portfolio Optimization tile.
    Xpress Workbench launches your new project in which it has created a template application structure. Examine the contents of the vertical Project tab:

    A New Optimization Designer Workspace

    A New Xpress Workbench Project

    This arrangement of new files and folders is designed to help you start quickly with a new Xpress Insight app.
  4. In the File menu, choose Upload Local Files and follow the prompts to upload your prepared files—foliodata.mos and shares.csv—to the Portfolio Optimization folder.
    The project structure now appears as:

    Uploaded Model Source and Data Files

    Uploaded Model Source and Data Files

  5. In the Run menu, choose Run foliodata.mos and wait a few moments.
    The model compiles and runs.
    Note Depending on the settings of your Xpress Workbench environment, some other files may also appear at this stage. For the purposes of this tutorial, they can safely be ignored.
  6. Review the contents of the debugger pane below the code window.
    It contains: 
    Compiling foliodata.mos to out\foliodata.bim with -g
Running model
Loading data.
Loading finished.
Starting optimization.
Expected total return    14.09
Total high risk shares    0.33
Total North-American      0.45
Largest position          0.25
Optimization finished.
Process exited with code: 0
    This reveals that the maximum achievable ROI is 14.09, and that based on the model's constraints, as defined in shares.csv.

The model has been run in its native form as a Mosel model, albeit called and executed by Xpress Workbench.

Parent Topic Running the Mosel Model in Xpress Workbench