It's easy to enter your holdings from DST Vision into Riskalyze! All you need to do is export your holdings to an excel file and drop it into Riskalyze.
Each export will need the securities' ticker symbol, CUSIP if applicable, and market value. Here are the steps for exporting from DST Vision:
- Log into DST Vision and go to the client's Balances and Holdings page
- Open a client and bring up their accounts.
- Click the blue "Reports" button on the right, then choose "Export" and then "CSV."
- Save this file to your desktop (it may be open in the browser, then open and save it to your desktop) or some easily accessible folder.
Once you have your portfolio saved to your desktop you are ready to drop it into Riskalyze. If you need help, follow this guide: How to Import a Portfolio from Your Custodian