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Creating A New Model

Click on Create a Model

Creating A New Model
  • You have two options, Uploading CSV or Inputting Manually, we recommend that you use Upload CSV
Upload Model Portfolio
  • You can Download CSV template.
Upload your csv

Note: You need to save the file as a CSV. Excel formats (XLS or XLSX) will NOT work.

  • Set the mapping to the columns that have Tickers and Weights
Setup Mapping column
  • Give it a Model name and (optionally) set a Model type
Create Model Portfolio
  • Scroll down to review and adjust Classifications
Review & adjust  Classifications
  • Click Create Model to save the changes
Create Model