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How to update Exposures & Holdings Charts

Updating or Amending present charts

By nature, the exposures and the charts on your profile could be more static than the rest of the information - but that's not always the case.
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It's quite possible that you will need to update some of the numbers, and this articles describes exactly how you can.
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​Step 1:
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Go to 'Exposures and Holdings' tab.
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​Step 2:
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Go to the chart you need to update, and click on the pen to top right of the box (the edit button)
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​Step 3:
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When you are there, click on the Data present link, just below the 'upload amended data'. (If it's a new chart, then click on the Download Data template).

Step 4:
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Open the file you just downloaded, update the data as needed, save the file. (make sure that you use exactly the same format!)
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​Step 5:
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Click on the 'Upload Amended Data' and choose the file you just saved.
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​Step 6:
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Make sure the privilege level and the date is according to your needs.
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​Step 7:
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Click on the 'preview' button to get a feeling of how this will look like.
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​Step 8:
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Click 'save'. You are finished!

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