How to Create Private Equity Funds with Custom Securities

You can see a quick video that walks through creating a private equity proxy in the Custom Securities tool below:

1. Hover over Tools and select Custom Securities
2. Select Create at the top right
3. Select Upload Data
4. Select Download our template
5. Complete the template with the Levels or Returns of the private equity funds along with the dates of those levels or returns
6. Save the template
7. Return to the Upload Data button and upload the template
8. Select Save at the top right