Client portfolios can be automatically brought into the Andes Risk platform through integration.
Follow the steps below to enter existing portfolios of prospective clients and run analytics. You can also enter custom proposal portfolios.
Entering Portfolios for Prospective Clients
Portfolios from prospective clients can be entered into the Andes Risk platform manually or uploading a CSV file:
Step 1: Select an investor or household from Client Management -> Investors or Households.
Step 2: From the Hamburger menu (top left), select Portfolios. From the Portfolios page, click on Add Portfolio.
Step 3: Follow the step to enter portfolio name, etc.
Step 4: Enter portfolio positions either manually or uploading a CSV file.
Upload Positions from CSV
If you upload the positions from csv, you can download a sample file in the pop-up.
Enter Positions Manually
Important - For adding a new security, click here for instruction.
Step 5: If you have a proposal for this portfolio, specify it here (see brown box below).
Now you will be able to see the side-by-side comparison of the portfolio positions and asset allocations between the portfolio and proposed model. The other three tabs require data from step 6.
Step 6: Click on Calculate Deep Analytics.
When the calculation is complete, you will be able to view the portfolio analytics in "Return & Drawdown", "Risk Monitor" and "Best/Worst" tabs (see above).
Click Portfolio Health Check for a more visual way to look at the portfolios.