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      How Do I Create A New Model Portfolio?

      1.   Click on Create a Model

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      2.   You have two options, Uploading CSV or Inputting Manually, we recommend that you use Upload CSV

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      3.   You can Download CSV template.

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

       

      4.   Set the mapping to the columns that have Tickers and Weights

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      5.   Give it a Model name and (optionally) set a Model type
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      6.   Scroll down to review and adjust Classifications
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      7.   Click Create Model to save the changes
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