Blueleaf: Importing Portfolios

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

Blueleaf has made it simple to export your client's portfolios into Riskalyze. Here are a few simple steps to export a client's portfolio in Blueleaf that you can then import into Riskalyze.

1. In your Blueleaf account, select the appropriate client.
2. Select the “Holdings” icon/button at the top and then click “Export all data” on the far right. 
3. Save the file to your desktop, and now you can import them into your Riskalyze account using this step-by-step guide.