It's easy to enter your holdings from National Financial into Riskalyze! All you need to do is export your holdings to an excel file and drop it into Riskalyze.
If you use National Financial, here are several quick steps to export an XLS file that you can then import to your Riskalyze account:
- Open your client's portfolio, then click the "Portfolio Positions" tab at the top.
- Click "Export" at the top right.
- Save the XLS file to your computer.
- Follow the steps here to finish importing the portfolio into Riskalyze: How to Import a Portfolio from Your Custodian
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