Importing Portfolios is Easy to do. You can either watch the video above or follow the steps below.

  1. Navigate to the Dashboards page.
  2. From the dashboards page select “Add New” in the top-left corner of your screen.
  3. Then search for the US Equity fund you would like to import using either ticker symbol or keyword.

  4. After you select your fund the returns stream will be imported and auto-populate on your left-side toolbar under “Imported Portfolios” when complete.
  5. If you have any questions, please reach out to us at