Courses
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Investment Model (Full Course)
Learn how to set up your portfolio's investment structure, assign property values to assets, and utilize structured tag classifications to manage data.
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How to Edit Existing Entities & Investments
Once created, assets can be modified either one at a time in Portfolio Analytics or using Spreadsheet Imports. These tutorials walk through both methods of editing assets.
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Using Tag Sets
Tag sets are used in Solovis to designate a defined list of acceptable entries for various property definitions (such as Industry, Asset Class, Region, etc.) This course reviews how to set up and create a tag set.