This video tutorial explains how you can use the Investment Library to save and centrally manage information about the underlying investments that you frequ...

The Investment Library can be accessed from your dashboard by clicking on libraries>investment library. It's within the Investment Library that you ...

This is really easy. From your dashboard click libraries>investment library. The investment library looks like this. There are three ways you can add ...

When adding your investments to your Investment Library, rather than creating the investment anew each time you may find it quicker to use an existing inves...

We have deliberately left this field as a free text box so you can enter a number or descriptive word e.g medium as per your preference.   Donning our c...

You can hide an investment and in turn remove it from possible selection when creating a current or recommended investment strategy by unchecking show. ...

Administrators of multi-user Company or Group Plans can share their investments with other account users or linked accounts via their Investment Library. To...

Genovo's Bulk Investment Importer has been designed to allow users to quickly and easily upload information about the investments (funds, portfolios et...

Here’s some useful hints and tips which will help when preparing a csv file of investments to import into the Genovo Investment Library. CSV file / Not ...

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 portfoli...