Add new programs
There are a couple of different ways to create new programs. To create multiple programs at once mass-import tool can be used.
1. Create a single program
To create a brand new program click the “+ new program” link in the left sidebar.
Enter your program´s name and select an asset class. Please note that fields displayed in the administration are based on the program´s asset class. See this topic for more information.
You can also give the new program a code, which can be later used as a program identifier for various imports. All of this information can be later edited under Program terms.
2. Create a duplicate of a program
To create a duplicate of an existing program right-click program´s name in the left sidebar to open a context menu. Then click “copy”.
3. Create multiple new programs using mass-import
Use one of the mass-imports to create multiple programs at once. Every “performance” mass-import (monthly data, daily data, quarterly data and NAV) includes a checkbox, which creates new programs for “unknown” codes. Please see Mass data import article for more information.
Enter or upload program´s data
New program´s data can be entered manually (e. g. under Performance data, Program Terms, Strategy / Style sections) or uploaded from an excel file. Please see Uploading monthly performance or Mass data import articles for more information.
Choose template for my program
Difference between programs and portfolios
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