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Featured articles

• Creating a Portfolio
• How does Real Estate Modeling work?
• How to Create a Stress Test Report
• The HiddenLevers Manual

Portfolios & Households

• Creating a Portfolio
• How to Create a Household
• Adding a Client and Creating Recommendations
• Editing an existing portfolio.
• Adding a Fixed Income Position
• Creating a portfolio from a report spreadsheet.
• How to add a bond to a portfolio.
• Adding an existing annuity to a portfolio.
• View all articles in “Portfolios & Households”

Stress Testing

• How to Create a Custom Scenario
• How does Real Estate Modeling work?
• How to Create a Stress Test Report
• The Scenario Library
• Interactive Stress Testing
• Adding a portfolio to a Stress Test.

Frequently Asked Questions

• How do I log in to my HiddenLevers account?
• Strange Values on a Stress Test Risk + Return Section
• What is scenario progress?
• What are the HiddenLevers Benchmarks?
• How do I import a portfolio?
• Where can I see War Room replays?
• I am getting a cross site scripting error in Internet Explorer.

How The HiddenLevers Model Works

• How does the Orion Risk Intelligence model work?
• How does HiddenLevers model bonds, ETFs and mutual funds?
• What is "Correlation Risk"?
• Detailed Model Overview & Whitepapers
• How HL Calculates Total Return and Dividends
• How is Expected Return Calculated?
• Performance History Calculations
• How Does the Software Handle Young Investments

Account Settings

• How do I reset my password?
• How do I prevent advisors at my firm from seeing my clients?
• How do I Embed the Signature Button from a Mac?
• Does HiddenLevers provide Marketing Materials?
• How do I cancel my account?
• How do I add a compliance statement to my report?
• How do I update my billing information?
• How do I incorporate my branding into HiddenLevers reports?
• View all articles in “Account Settings”

Advanced Features

• How to use the Hedging Wizard
• How to use the Portfolio Optimizer
• Finding Correlated Securities with the Correlation Screener
• Interactive Proposals (Client Mode)
• Navigating the Economic Data Center
• Adding an Unit Investment Trust (UIT) to your account.

Integrations With Third Parties

• Adding Schwab Account using PortfolioCenter Export Wizard
• Launching your Fidelity Integration
• Steps to Set Up the Addepar Integration
• Using Multiple Integrations
• Deactivating Your Integration
• Renaming Imported Client Accounts
• Integrating Single Accounts
• Setting Up Fidelity Portfolio Import
• View all articles in “Integrations With Third Parties”

Proposal Report

• How to Create a Proposal
• Creating a Proposal Template
• How to Customize Your Proposal
• Changing Text on the Cover Page
• Deleting Custom Cover Page
• Orion Risk Intelligence Terms and Definitions

Adding Different Investment Types

• How do I add a BDC to my portfolio?
• How to Create a Custom Asset
• Custom Assets vs Managed Products
• How to Model a CD
• How to Model Options Contracts
• How to Model Structured Products
• Common Proxies for TSP (Thrift Savings Plan)-U.S. Government employees.
• Create and Add an Annuity
• View all articles in “Adding Different Investment Types”

Risk Tolerance Questionnaire

• How the Survey Risk Questions are Designed
• Emailing the Risk Survey
• Adding an Email Signature
• Reviewing and Printing Completed Questionnaires
• Customizing the Risk Tolerance Questionnaire
• Merging Questionnaire and Client Page
• Sending a Risk Tolerance Questionnaire to Multiple People

Training

• Data Management
• Investment Policy Statement
• Survey Tracking
• Video Tour
• Types of HiddenLevers Users
• Adding Users (Org Admin)
• Client Workflow

HiddenLevers Whitepapers