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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How to Create Currencies and Currency Pairs
Before uploading exchange rate data, Currencies and Currency Pairs must be set up. This tutorial will review how to do so.
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How to Upload Exchange Rates
For clients that are manually uploading daily closing exchange rates into Solovis, this process is commonly completed on a monthly basis using upload spreadsheets. This tutorial will outline how to upload exchange rate data.
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Interval Statistics Report (Full Course)
Learn how to create one of the most flexible and detailed analytics reports available in Solovis - the Interval Statistics Report. This course shows the creation of several example reports and explains how to use the report parameters.
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Report Manipulation (Full Course)
Learn how to manipulate several things that relate to the both the display of reports in the Solovis gateway portal, as well as the parameters that are driving the output of reports.
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Solovis Excel Plugin (Full Course)
Learn how to download the Solovis Excel Plugin and how you can use the Excel Export options available in Gateway Portal reports to export data to Excel workbooks - either as raw data tables or tables with references to the data stored in Solovis. Thi
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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.