Viewing Returns
1. Navigate to the "Custom Securities" tab and select the security that you want to view.
2. Navigate to the "Returns" tab. Here, you can see a returns summary for a hypothetical investment of $1,000,000.
You can also see a table of monthly returns, as well as an audit trail.
Uploading Returns
1. Under the returns tab, click on "Upload Returns".
2. To upload your returns they must be in CSV format. To ensure that your data is uploaded correctly, you can make use of StratiFi's CSV template.
3. From here, you can make selections based on the data you are uploading, including the value type, frequency, and the columns for returns and the date.
4. Once you have made all selections, click "Import".
Bulk Updating Returns
1. Navigate to the Custom Securities tab. From here, click "Bulk Update Returns".
2. Import the returns files as CSVs. You can use StratiFi's template to ensure that data is uploaded correctly. Click "Import" when you have selected your files.
3. From here, make your selections for the data you are uploading, including the values, frequencies, and other options. You can also add more files from this screen if there is anything else that you want to upload.
4. Now, you can select which security you want to associate with each file uploaded. Alternatively, you can opt to create a new security from a file.
5. Once you have made your selections, select "Process Files".
