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.
Course Curriculum
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1
Exchange Rate Data
10:23-
Course Navigation Instructions
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Exchange Rate Overview
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Creating Currencies & Currency Pairs
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Uploading Exchange Rates Using a Formatted Spreadsheet Import
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More Columns & Import Directives for Exchange Rate Imports
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Target Currency Report Parameter & Computed Estimates for Exchange Rates
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Exchange Rates Course Survey
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