Investment Library

VIDEO: An overview of the Investment Library
This video tutorial explains how you can use the Investment Library to save and centrally manage information about the underlying investments that you frequ...
Fri, 26 Apr, 2024 at 7:45 PM
What is the Investment Library?
The Investment Library is accessed from the Libraries dashboard.  It is here that you should save and manage information about the underlying investment...
Fri, 26 Apr, 2024 at 7:45 PM
How do I add an investment to my Investment Library?
There are three ways you can add an investment to your Investment Library. You can: Click Add investment and create a new investment from scratch by manua...
Fri, 26 Apr, 2024 at 7:45 PM
What is the purpose of the preloaded Genovo example investments?
Your Investment Library comes preloaded with a few example investments. These are included: To aid your understanding of the kind of information you...
Fri, 26 Apr, 2024 at 7:46 PM
How do I clone an investment?
If you need to add an investment, you may find it quicker to clone one of the existing investments in your Investment Library rather than create one from sc...
Fri, 26 Apr, 2024 at 7:46 PM
How do I hide an investment?
You can hide investments (e.g. the Genovo example investments) and in turn remove them from the list of Library Investments that show when creating a Curren...
Fri, 26 Apr, 2024 at 7:46 PM
How do I share an investment?
Administrators of Company or Group Plans can share their custom investments with other users within their account or linked accounts via their Investment Li...
Fri, 26 Apr, 2024 at 7:46 PM
A guide to Genovo's Bulk Investment Importer
Genovo's Bulk Investment Importer has been designed to allow users to quickly and easily upload information about the investments (funds, portfolios etc...
Fri, 26 Apr, 2024 at 7:46 PM
Considerations when preparing a CSV file for the Bulk Investment Importer
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 ...
Fri, 26 Apr, 2024 at 7:46 PM
How do I add an asset allocation pie chart and table detailing the funds that make up a portfolio to an investment in my Investment Library so this information is automatically inserted in my reports?
In the first instance you'll need to add the portfolio as an investment to your Investment Library. This can be achieved by: Adding the portfolio as a...
Fri, 26 Apr, 2024 at 7:46 PM