The Investment Library

VIDEO: The Investment Library
This video walks you through how you can save information within your Investment Library about the underlying investments (e.g. individual funds, model port...
Tue, 18 Sep, 2018 at 11:44 AM
What is the Investment Library?
The Investment Library can be accessed from your dashboard by clicking on libraries>investment library. It's within the Investment Library that you ...
Thu, 30 Jan, 2020 at 11:45 AM
How do I add an investment to the Investment Library?
This is really easy. From your dashboard click libraries>investment library. The investment library looks like this. There are three ways you can add ...
Thu, 30 Jan, 2020 at 11:49 AM
How do I clone an existing investment?
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...
Thu, 30 Jan, 2020 at 11:50 AM
What risk rating should I apply to the investment?
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
How do I hide an investment?
You can hide an investment and in turn remove it from possible selection when creating a current or recommended investment strategy by unchecking show. ...
Fri, 7 Sep, 2018 at 1:15 PM
How do I share an investment?
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
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 et...
Thu, 28 Nov, 2019 at 10:03 AM
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 ...
Tue, 26 Nov, 2019 at 2:08 PM
VIDEO: How to set up a model portfolio in the Investment Library
This video walks you through how can you can set up your Genovo account so a pie chart showing the asset allocation and a table detailing the funds that mak...
Tue, 18 Sep, 2018 at 11:45 AM