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Investments Profiler User Guide (v9)
To input holdings click on holdings.
To add a fund to the portfolio click Add Fund in the top right of the panel. The Fund Research area will be
shown.
Research
You can search for a specific fund via the text search function or apply criteria via the fund filters. The text
search can look up sector name, manager name, fund name and ISIN number. Once you have entered your
text in the search box or selected your criteria, click the search icon.
Select the funds you want to add to the portfolio (multiple funds can be selected by holding down the ctrl
key) and click Add Fund To Portfolio. You can save search criteria previously applied and also load a saved
search by clicking on the save icon.
The currently open portfolios are displayed. Select the portfolio you want to add the funds to.
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