If you use Investigo, here are several quick steps to export an Excel-type file (csv) that you can then import to your Riskalyze account:
- Within Investigo's platform, after creating a Group in the Group Builder function, search for a specific client group in the Search window in the upper right.
- Click on the hyperlinked client group to bring up all account assets.
- At the top of the page, click Action > Export > Group Holdings.
- Once assets are populated in an Excel spreadsheet, save it to your desktop or other location and remember to change the "Save As" type from Web Page to CSV.
Finally, follow the steps here to import the file into Riskalyze: How to Import a Portfolio from Your Custodian