How to use the exposures & holdings tab

Exposures & Holdings provides a range of charts and tables to help show off your data.

Hannah McNeice avatar
Written by Hannah McNeice
Updated over a week ago
  1. Firstly, choose what type of chart you would like to use in the drop down menu. When you select one and click 'add chart' you'll be able to get a preview of what this will look like.
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  2. When you're happy with your choice, click in the edit page 'Download Data Template' this will pull the sheet you need to include your data in.

  3. Start inputting your data where relevant.

  4. When adding you data, make sure to remove any cells you do not need. If they are empty and the cell is still available and upload is attempted it will not successfully work.

  5. Once completed, make sure to save as a CSV to your device

  6. Go back to the FundPortal and input the title and the relevant start date. The content box is good to add any extra information you would like to include about your data.

  7. Next choose the relevant permission level.

  8. Then click the 'upload your data' button which will bring up your file folder and allow you to select your document saved as a CSV.

  9. If you would like to make changes, follow this link.

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