When creating an investment strategy, you may find that you need to add an investment which isn't saved within your Investment Library. This is achieved by clicking Add new investment

A new window will open where you'll be prompted to add information about the new investment. Having done so, you will notice two options to add and save the investment. You can:

  • Click Save. This will simply add the new investment to the investment strategy.
  • Click Save & add to library. This will add the new investment to the investment strategy and save it to your Investment Library so it's available to add into any investment strategy with one click in the future.

Having added the investment to your Investment Library, account admins can then share it with the team.