Custom Assets vs Managed Products

In HiddenLevers, you can model any investment if you have a historical price dataset. When you create a custom asset, you will be able to use the ticker associated with that custom asset just like any other stock or fund symbol. To learn more about Custom Assets, click HERE.

Managed Products allow you to turn a portfolio into a single symbol. This is helpful if you have a strategy that you want to use in a portfolio, but don't want to expose the underlying investments. Advisors will use this to model proprietary strategies, UITs, SMAs, etc. For an example of how to create a managed product, follow the steps for modeling a UIT HERE.