You may find when you're creating an investment strategy that you want to add an investment which you haven't previously saved within your Investment Library to that investment strategy. This is achieved by clicking on add new investment. You'll be prompted to complete the investment-related fields and you'll notice that you now have 2 options to add and save the investment. You can:

1. Click save - This will simply add the new investment to the investment strategy.

2. Click save and add to library - This will add the new investment to the investment strategy AND save it to your Investment Library so it's available for selection and easy insertion into any investment strategy in the future.

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