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All > Overview of StratiFi > Model Portfolios Overview

Model Portfolios Overview

The Model Portfolios section provides the advisor with an overview of the model portfolios that were created.

Model Portfolios Overview

You can create a Model Portfolio by clicking on the “Create a Model” button.

Create Model Portfolios Overview

A pop-up will appear which will allow you to create the model via uploading a CSV or by manual input. This process is covered in more detail under the Model Portfolio Construction & Analysis course.

Model Portfolios Overview Analysis