How to create a custom portfolio with a csv bulk upload in Fintegrate
Автор: Fintegrate
Загружено: 2025-11-21
Просмотров: 1
In this walkthrough, Sol shows you how to quickly build a custom portfolio in Fintegrate using our CSV bulk upload feature.
You’ll learn how to:
📥 Upload a complete portfolio directly from a CSV file
🗂️ View historic allocations and rebalances included in the upload
✏️ Name and save your portfolio into your Investment Analyser selection
📊 Analyse performance instantly with interactive graphs
📅 Switch between cumulative, discrete, annualised and calendar performance tables
Whether you’re migrating existing portfolios or building new client strategies, this feature saves time and keeps all your data structured and accurate.
👉 Want a personalised demo of Fintegrate? Visit www.fintegrate.co.uk
#Fintegrate #FinancialAdvisers #Paraplanners #ResearchSoftware #PortfolioManagement
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