Courses
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Exchange Rates (Full Course)
For clients that are manually uploading their exchange rate data to Portfolio Analytics, this process entails creating Currencies, setting up Currency Pairs, and then loading exchange rate data.
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Interval Statistics Report (Full Course)
This course demonstrates the creation of several example Interval Statistics reports and explains how to use the report parameters.
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Solovis Excel Plugin (Full Course)
Learn how to utilize the Solovis Excel Plugin and the Excel export options available in Portfolio Analytics reports.
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Benchmarks (Full Course)
Learn the key concepts related to creating and assigning Benchmarks in Solovis.
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Asset Selection Sets (Full Course)
Learn how to use a helpful Solovis reporting feature called Selection Sets. A Selection Set is a list of assets that have been filtered by defined criteria based on any property or properties that you define.
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Exposure Data (Full Course)
Learn the key concepts related to exposure data in Portfolio Analytics, including how to create exposure profiles, load exposure data, and what exposure analysis is available.
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Liquidity Models (Full Course)
Learn about how your firm can conduct liquidity analysis by creating and linking Liquidity Models to your Investments.
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How to Download the Solovis Excel Plugin
Information on how to download the Solovis Excel Plugin.