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Training: Building & Importing Portfolios
Create or Import a Portfolio [video]
Create or Import a Portfolio [video]

Two short videos on creating a portfolio in factorE

Conor Rood avatar
Written by Conor Rood
Updated over a week ago

Create a Portfolio:

Import a CSV File:

Learn More:

Article: Import a CSV File: Uploading a csv file or setting up an integration to load your portfolio into factorE

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