In the first instance you'll need to add the portfolio as an investment to your Investment Library. This can be achieved by:


1. Adding the portfolio as a brand new investment within your Investment Library, or

2. Cloning an existing portfolio investment within your Investment Library *


* Some example investments are included in your Investment Library to aid your understanding of the kind of information you may wish to include here for a variety of investment types. The Genovo Example Model Portfolio (Underlying funds included specifically relates to a model portfolio where a table detailing the underlying funds that make up that portfolio will be automatically inserted into a report when that library investment is added to an investment strategy.


1) How to add a portfolio as a new investment within your Investment Library


From your dashboard click investment & providers > investment library. The Investment Library looks like this:



Click add investment and you will be directed to the Add Investment page where you'll be prompted to provide the following information about the portfolio.


1. Investment Name - This is the name of the portfolio e.g. Acme Medium Risk Portfolio


2. Investment Objective - This is the objective of the portfolio e.g. "To provide capital growth...."


3. Sector - This isn't relevant for portfolios and can be left blank (blank fields will not be included in your report).


4. Risk Rating - This could be a number or a descriptive word e.g. medium


5. Initial Charge % - This is where you can include any initial charge. Remember if it's not relevant, leave it blank and it wont be included in your report when you download it to Word 


6. AMC, TER, OCF - These relate to the ongoing investment charges of the portfolio. In all likelihood you will only have a figure for one of these fields, probably the TER or OCF.


7. Further Investment Info - This is where you can add any more information about the portfolio you wish to include in your reports. This information will be automatically inserted into your report whenever the investment is added to an investment strategy in any review or the Investment Strategy section. It is here that you will want to include the table detailing the underlying funds that make up the portfolio.


How to create a table of the underlying funds that make up the portfolio


If you are creating the table from scratch (as opposed to using a cloned version of a table from one of the Genovo example investments) you should use the Genovo HTML Editor  provided within the Further Investment Info text box to create the table of underlying funds; this will ensure it is rendered correctly within your reports to reflect the table-related styles of your selected Report Theme.


 We would advise against pasting an existing table from Word straight into the Further Investment Info field as this is likely to result in the formatting of the table going awry when you download your report to Word.  


Here's some simple instructions that explain how to create a table from scratch.


1. Type some brief introductory text e.g. "The funds that make up the Genovo Example Model Portfolio are outlined below."


2. Place your cursor where you would like the table to be generated within the Further Investment Info text box, presumably just under the above text.


3. Click the table icon (highlighted in red) on the far right of the toolbar. 



This will open the Table Properties dialog box as per the screenshot below.



4. Update the number in the Rows and Columns fields to reflect the make-up of the table you require. 


5. Change width from 500 to 100%.


6. Change the Headers field to reflect the make-up of your table. For example if you want a row of headings across the top of your table, change this field to First Row. If you want a column of headings down the left hand side of your table, change  the Headers field to First Column


Example


Let's say I wish to create a 4 row x 4 column table containing 4 column headings (Fund, Sector, Risk Rating & Allocation) in the first row and the three funds that make up the portfolio listed out in rows 2, 3 & 4. In this example I would update the fields within the Table Properties dialog box as follows:



 7. On clicking OK a blank table will be inserted into the Further Investment Info text box like so.



8. Now you can insert the required text into the relevant cells.


 

9. Once you're happy with the information you've entered into the table as well as the information in the other investment-related fields click save.


The investment will now be added to your investment library and will be available as a Library Investment, and you'll be able to add it to an investment strategy with a couple of clicks.


2) How to add a portfolio by cloning an existing library investment


Alternatively you may wish to simply clone an existing investment in your Investment Library. Certainly if you need to add a number of model portfolios, you will find it much quicker to clone an existing investment and then just update those details that are different (e.g name, the funds and their allocation etc) rather than adding each portfolio anew.


You may wish to create your own model portfolio in the first instance to use as a template for the others, or alternatively you could use the Genovo Example Model Portfolio (Underlying funds included) which has been preloaded for your convenience.  


To learn how to clone an existing investment click here.


Where will the investment-related information get rendered in my report?


Investment Strategy Section


The investment name, objective, risk rating and charges will be rendered within a table. The table is generated by the {IS_ISTable} tag contained within the Investment Strategysnippet


The table of funds will be rendered within the {IS_LibInvNotes} tag located within the Further Investment Info snippet at the bottom of the Investment Strategy section. 


You can edit the surrounding wording or move the position of any of these tags via the Report Content Manager.


Review Sections


The investment name, objective,  risk rating and charges will be rendered within a table. The table is generated by the tag  (e.g. {PRV_MasterTable_InvestmentStrategy}) contained within the Current Investment Strategy snippet in the various review sections.


Any information included within the Further Investment Info field of an investment added to a current investment strategy within a review section will be rendered within the above tag, under the current investment strategy table. 


 Further Reading


Video Tutorial: How to set up a model portfolio in the Investment Library


How do I clone an investment?


How do I share an investment with my other account users?


What is a Report Theme?


How do I customise the boilerplate text of my report template using the Report Content Manager?