Rev. Date July 22, 2020
1) Upload Returns
To upload a current or prospective investment’s returns, click on "Upload Investments" under the Quick Links section on the left side panel, or by using the teal plus sign at the bottom left of the allocation panel when viewing analysis. You can upload a file, drag and drop, or copy/paste directly into the uploader. We support multiple file formats, including Excel, PDF, and CSV. To view a sample template of how to organize your data, click on “Download” for the format you prefer.
2) Map Data
Once the data is loaded, the Uploader will scan the file or pasted data to identify the following:
- Metric type: Return, Price
- Format: Percentage, Decimal
- Currency: United States Dollar, Australian Dollar, Canadian Dollar, Swiss Franc, Chinese Yuan, European Euro, Pound Sterling, Japanese Yen, Norwegian Krone, New Zealand Dollar, Swedish Krona
If you would like to change any of these suggested inputs, simply click the drop down arrows to update:
Consistency checks are performed on uploaded data to assist in identifying and amending values that may be incorrect. Common errors include blanks and off formats. You can correct any errors directly in the uploader when prompted.
Once all errors are fixed, if applicable, you can click:
- Upload & Analyze (for a single investment)
- Add to Library (for multiple investments)
Note: If you’d prefer to not upload the real names of the underlying investments or managers, feel free to anonymize them.
You can also Upload Returns for a specific manager right from a Tearsheet or Template by clicking on the "Manage Data" setting icon at the top right of the page.
Next, click on the "Returns/Price Data" tab and then you can easily add in the date(s) and return(s) for the investment you're viewing. You can also paste the date(s) and return(s) right into these fields.
Below are supplemental articles to help answer additional questions:
This document highlights certain aspects of this analytic. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.