Investment Model
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Setting up your portfolio's investment structure using the Investment Model in Solovis is the first step, followed by defining and loading key attributes as properties attached to your entities and investments.
This course outlines the key concepts and things to be aware of when creating and editing both Entities and Investments, creating and editing property definitions and using tag sets to assign defined list values to certain properties.
Course Navigation Instructions
Quick Reference Card - Investment Model
Investment Model Overview
How to Create New Entities- Single Entry Option
About Spreadsheet Imports (Entities, Investments)
About Data Import Codes for Entities and Investments
How to Create Entities - Upload Spreadsheets
How to View Entities
Creating Investments - Overview
How to Create Investments - Single Entry Method
How to Create Investments - Upload Spreadsheet Method
How to View Investments