Getting Started
Create or Import a Portfolio
Create a portfolio from scratch or import existing holdings so the account can be valued, analyzed and compared in Genesis Risk Monitor.
How to Import a Portfolio
YouTubeGenesis Guide video tutorial · 14 sec
Use the portfolio creation flow when you want to start a new account manually or bring an existing set of holdings into Genesis Risk Monitor.
Create or import
- Open Portfolios.
- Choose to create a portfolio.
- Select the path that matches your workflow: start from scratch or import existing holdings.
- Review the portfolio setup before using it for analytics or comparison.
After import
Verify the imported positions, quantities, direction, cash and statement date before starting performance tracking or using the portfolio in client-facing analysis.
Related topics
- Portfolio setup
- Holdings import
- Performance tracking
- Analyze