Albridge: Importing Portfolios

Looking to integrate your Albridge and Riskalyze accounts? Here's how.

If you use Albridge Wealth Reporting, here are several quick steps to export an Excel-type file (csv) that you can then import to your Riskalyze account:

1. Open your client's portfolio.
2. Go to reports and choose "HOLDINGS BY INVESTOR" for the report type.
3. Click "EXPORT."
4. If you are given the option to Open or Save, choose "Save".

Finally, follow the steps here to import the file into Riskalyze: How to Import a Portfolio From Your Custodian.