Portfolios
Visualize your investment strategies to test and validate ew investment ideas, compare performance & risk, and drive report-generation. Seamlessly import portfolio data via integration or file upload.
Overview
Dynamic Portfolios
Popular Use Cases
Transition Analysis
Quick Extract
- Quick Extract: Overview
- How Do I Know if I Have Access to Quick Extract?
- How Do I Know if the Extraction Worked Properly?
- How Long Does It Take to Extract Data from a PDF?
- Is There a Limit on the Number of Uploads?
- Is There a Maximum PDF Page Limit or File Size?
- What Information is Collected from the Extraction Process?
- What Information is Stored from the Extraction Process?
FAQs
- Can I Add a Delisted Holding to a Portfolio?
- How Does Cash Rebalancing Work in Portfolios?
- When Does a New Portfolio Allocation Begin Tracking Performance?
- How Are Bonds Calculated in Portfolios?
- How Are Fees Applied in a Portfolio?
- How Does Rebalancing Work in a Portfolio?
- How Do I Bulk Upload Portfolios?
- What Does the Error "A Model Portfolio Cannot Use a Comparable Security as Its Own Benchmark" Mean?
- What Does the Error "Target Weights Must Be Used" Mean?
- What Is the Start of Series for a Portfolio?
- When Are Portfolios Rebalanced?
- When Is the Advisory Fee Applied in Portfolios?
- Where Is the Excel Portfolio Upload Template?
- Why Is My Portfolio Calculating Longer Than Expected?
- Why Is the Save Button Grayed Out When Creating a Portfolio?