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Add new programs

  1. To create new programs click the “+ new program” link in the left sidebar. adding new funds - screenshot
  2. Enter your program´s name and select an asset class. Please note that fields displayed in the administration are based on a program´s asset class. See this topic for more information.A new fund´s name and asset class - screenshot
  3. Click the save button.

New program´s data can be entered manually or uploaded from an excel file. Please see Uploading monthly performance or Mass data import articles for more information.

See also:
Difference between programs and portfolios

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