How to add a new security to the system? : Andes Risk

How to add a new security to the system? Print

Created by: Andes Wealth Tech Support

Modified on: Wed, 21 Jan, 2026 at 11:22 AM

Our database contains securities used by existing models and client portfolios.

If you upload model or portfolio positions from CSV files, new securities will be created automatically.

If you enter a model or portfolio position manually, the dropdown will display “+ Add Security XXX” if the security does not exist. Clicking it will create the security.

Andes is the author of this solution article.

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How to add a new security to the system? Print

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