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Creating a Portfolio

There are several ways to get portfolios/models added to your account. One way is to set up a data integration that will automatically pull over all accounts. You can see instructions on how to do that HERE or go directly to the HiddenLevers Integrations page. If you are working with a client/prospect and want to add their holdings, please follow the client workflow seen HERE. To add your models, here are the steps on how to do it:

 

Here's a step-by-step guide: after you log into HiddenLevers, click the blue “Add Model” button to begin.

The first prompt is to have you select the portfolio type. In this case, we will choose % allocation. 

Now, on the edit portfolio modal, we can start entering the information for our model. First, let’s give it a name. Then, we can start typing in the positions. You’ll notice that the risk/reward arrows automatically update on the right as does the asset allocation with each additional position. You can learn more about the risk/reward arrows HERE.

In addition to manually typing positions, you can also copy/paste from a spreadsheet. To do so, first select two columns of information from your spreadsheet. The first column should be the symbols, the second column represents values (either shares, dollars, or %). Once you have the cells selected, hit copy.

Then, in HiddenLevers, select one of the cells in the symbol columns. Use the keyboard command to paste the data in (Ctrl-v on PC; Cmd-V on Mac).

If you want, you can add an AUM fee to this model in the Fee % field. The blue buttons represent other investments that do not have normal ticker symbols. We will go over them now.

Add Cash – This adds the HiddenLevers symbol for cash, FX:USD, to your portfolio. Please note that this symbol reflects the USD Index and changing in the dollar’s strength. To model cash as a flat instrument, please use a money-market fund.

Annuities – Where you can build annuities and access the annuities you’ve already built. Creating an annuity.

Custom Assets – Where you can access the custom assets in your system. Learn how to create a custom asset HERE

Fixed Income – Where you can build fixed income instruments and access those you’ve already created. This is used for non-traded REITS, CDs, BDCs, bonds, and other yield-type instruments. Please note that you can enter bond CUSIPs directly into the symbol column. Adding a fixed income position. 

Multi-Bond Entry – Similar to Fixed Income, but allows you to enter many instruments at once.

 

Adding a bond.