You can use our mass import tool to upload your sector allocation data.
Go to Company Profile / Programs and click Mass Portfolio Composition Import. You can also download a sample file there.
For more information about available fields, please see Available fields for Mass Portfolio Composition Import.
You can also update allocation history via API.
Continue your fund reporting workflow
Use this guidance as part of a controlled fund factsheet data import and validation workflow. Continue with Update or import fund data and Fund factsheet production software.