Course Description

This comprehensive course teaches how to set up your portfolio's investment structure, assign property values to assets, and utilize structured tag classifications to manage data.  

This course outlines key concepts related to creating and editing Entities, Investments, Property Definitions, and Tag Sets.  

Course curriculum

  • 1

    Investment Model: Chapter One

    • Course Navigation Instructions

    • Quick Reference Card - Investment Model

    • Investment Model Overview

    • How to Create New Entities - Single Entry Option

    • How to Create Investments - Single Entry Method

    • About Spreadsheet Imports (Entities, Investments)

    • About Data Import Codes for Entities and Investments

    • How to Create/Edit Entities (Spreadsheet Imports)

    • About the Special Entity Type Entity-Level Property

    • How to Create/Edit Investments (Spreadsheet Imports)

    • Troubleshooting Upload Errors

    • Investment Model Knowledge Check #1
  • 2

    Investment Model: Chapter Two

    • How to Edit Entity & Investment Properties (One at a Time) & How to Use the Since Date to Capture How Property Values Change Over Time

    • How to Use Spreadsheet Imports to Update Property Values in Bulk & How to Use the Date Column to Effective-Date Non-Static Property Values

    • Assigning 'Inactive' Asset State to Clear Assets from Universal Search 'Quick Search Results'

    • Investment Model Knowledge Check #2
  • 3

    Investment Model: Chapter Three

    • About Properties & Property Types

    • How to Create Custom Property Definitions

    • Additional Property Settings (Default Property Location & Hidden Settings)

    • About Tag Sets

    • How to Add a Custom Tag Set (Part One)

    • How to Add a Custom Tag Set (Part Two)

    • How to Modify Existing Tag Sets

    • Investment Model Knowledge Check #3
  • 4

    Investment Model: Course Conclusion

    • Investment Model Course Survey