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All > Model Portfolio Construction & Analysis > Creating A Model Using CSV

Creating A Model Using CSV

  • On the dashboard click on Model Portfolios
Creating A Model Using CSV

  • From the Models page, click on Create a Model
  • On the resulting pop-up, select Download CSV template
Create a Model

Fill in the required fields on the downloaded CSV (Ticker and Weight)

Download CSV
  • Click on Upload and upload the filled Model Portfolio CSV
Upload Model Portfolio
  • Click on Continue from the resulting pop-up
Continue from the resulting pop-up
  • Finally, click on the view the model portfolio to complete the upload process
View the Model Portfolio
  • On the resulting pop up fill in the model name and select the model type then click on Create a model portfolio to create your model portfolio
Create a model portfolio
  • The new model will then be aggregate by going through the steps shown in the picture below
aggregate by going through the steps
  • The New model will be under Model Portfolios