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...
Mon, 27 Jul, 2020 at 1:22 PM
The Investment Library can be accessed from your dashboard by clicking on libraries>investment library. It's within the Investment Library that you ...
Thu, 4 Mar, 2021 at 1:38 PM
This is really easy. From your dashboard click libraries>investment library. The investment library looks like this. There are three ways you can add ...
Mon, 27 Jul, 2020 at 1:26 PM
When adding your investments to your Investment Library, rather than creating the investment from scratch each time you may find it quicker to use an existi...
Thu, 4 Mar, 2021 at 5:17 PM
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...
Thu, 6 Sep, 2018 at 11:01 AM
You can hide an investment and in turn remove it from possible selection when creating a current or recommended investment strategy by unchecking show. ...
Mon, 27 Jul, 2020 at 1:29 PM
Administrators of multi-user Company or Group Plans can share their investments with other account users or linked accounts via their Investment Library. To...
Thu, 30 Jan, 2020 at 11:51 AM
Genovo's Bulk Investment Importer has been designed to allow users to quickly and easily upload information about the investments (funds, portfolios et...
Thu, 28 Nov, 2019 at 10:03 AM
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 ...
Tue, 26 Nov, 2019 at 2:08 PM
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...
Thu, 14 May, 2020 at 8:06 PM