How Do I Create A Model Using CSV File?

1.   On the dashboard click on Model Portfolios

2.   From the Models page, click on Create a Model

3.   On the resulting pop-up, select Download CSV template

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

5.   Click on Upload and upload the filled Model Portfolio CSV

6.   Click on Continue from the resulting pop-up

7.   Finally, click on the view the model portfolio to complete the upload process

8.   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

9.   The new model will then be aggregate by going through the steps shown in the picture below