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Creating a Household

To create a household in your HiddenLevers account, go to your Dashboard by clicking the briefcase icon in the top right corner of HiddenLevers. From here, click on the blue "Add Group" button on the left side navigation pane:

This will open the "Add Household" screen where you can choose whether you want to make a client household or model household. This distinction is important as you can’t mix percentage models and dollar/share quantity portfolios in the same household.

 

Once you have picked the household type, enter an unique name for the household, then select the portfolios you want to include in the household, and click the blue Save button to submit the household:

 

The household will now appear in your Dashboard: