> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.now/llms.txt
> Use this file to discover all available pages before exploring further.

# Build a model portfolio

> Define sleeve targets, review the accounts a model affects, and assign it to a client account.

Build a model portfolio when several accounts should share a target allocation. A sleeve represents one part of that allocation, such as U.S. large-cap equity or aggregate bonds. The screenshots show the existing **Growth** model in the synthetic Evergreen Advisory practice.

## 1. Open or create a model

Open **Models** in the sidebar. Select an existing model to review it, or choose **Create model** to name a new one. A newly created model needs sleeves and target weights before an assigned account can use it for optimization.

You can also ask Tilt Agent to propose a model. Describe the exposures and target weights you want, then ask it to show the complete allocation before saving. Review sleeve membership and any nested sleeve weights before confirming the proposal.

## 2. Set the allocation

On **Allocation**, select **Add sleeve** to choose an available sleeve. A sleeve joins at 0%; enter its target percentage and adjust the other targets so the total reaches 100%. Tilt keeps allocation edits in the change queue and requires a complete allocation before you can apply them.

<Frame caption="Growth's Allocation view shows sleeve implementations, editable target percentages, and the total. The screenshot shows the first rows of the allocation.">
  <img src="https://mintcdn.com/tilt/Nj1SDGdRgiYweBVF/images/advisor/evergreen-model-allocation.jpg?fit=max&auto=format&n=Nj1SDGdRgiYweBVF&q=85&s=c4680d37ce1f8199c90a6887ddfc8acd" alt="Growth model with Allocation, Settings, and Accounts views, Total 100%, an Add sleeve button, and sleeve target percentage fields." width="1145" height="539" data-path="images/advisor/evergreen-model-allocation.jpg" />
</Frame>

Select **Edit** beside a sleeve to inspect its implementation settings. Review the benchmark, Tilts, and direct indexing choices before queueing a change. The sleeve's target weight sets its share of the model; its implementation settings determine how an account can reach that exposure.

## 3. Check the impact and save

Open **Accounts** to see which client accounts follow the model. Changes to a shared model can affect those accounts. Account-specific settings can override inherited settings, so inspect a named account when you need to know its effective result.

<Frame caption="Accounts lists the accounts that follow Growth. This excerpt shows Alex Wright's IRA and the Okafor Family 529.">
  <img src="https://mintcdn.com/tilt/Nj1SDGdRgiYweBVF/images/advisor/evergreen-model-accounts.jpg?fit=max&auto=format&n=Nj1SDGdRgiYweBVF&q=85&s=909de4aef448e2dc767e5e4b14b23819" alt="Growth's Accounts view listing the client accounts assigned to the model." width="1145" height="288" data-path="images/advisor/evergreen-model-accounts.jpg" />
</Frame>

On **Settings**, review **Tax**, **Transactions**, **Optimization**, and **Constraints**. Model values apply to accounts that inherit them. Account overrides remain specific to their accounts.

Open **Queued changes** at the bottom of the model page. Check each old and new value and the number of accounts affected. Remove unwanted changes, choose **Discard all** to abandon the draft, or select **Apply** to save it. Reopen the model to check the saved allocation and settings.

## 4. Assign the model to an account

Open the client from **Clients**, select the account, and open **Setup**. Choose **Assign model**, or **Change** beside the existing model. Review the selected account and intended model before confirming the assignment; Tilt saves the assignment at confirmation.

Check **Model** and **Sleeves** in the account's saved setup. The assigned model supplies the allocation, while account settings can tailor direct indexing, Tilts, tax settings, and restrictions. [Tailor the account](/advisor/tailor-account) for those preferences, then [review a rebalance](/advisor/review-rebalance) when the saved inputs are ready.


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