This video tutorial explains how you can use the Investment Library to save and centrally manage information about the underlying investments that you frequ...

The Investment Library is accessed from the Libraries dashboard.  It is here that you should save and manage information about the underlying investment...

There are three ways you can add an investment to your Investment Library. You can: Click Add investment and create a new investment from scratch by manua...

Your Investment Library comes preloaded with a few example investments. These are included: To aid your understanding of the kind of information you...

If you need to add an investment, you may find it quicker to clone one of the existing investments in your Investment Library rather than create one from sc...

You can hide investments (e.g. the Genovo example investments) and in turn remove them from the list of Library Investments that show when creating a Curren...

Administrators of Company or Group Plans can share their custom investments with other users within their account or linked accounts via their Investment Li...

Genovo's Bulk Investment Importer has been designed to allow users to quickly and easily upload information about the investments (funds, portfolios etc...

Here’s some useful hints and tips which will help when preparing a csv file of investments to import into the Genovo Investment Library. CSV file / Not ...

In the first instance you'll need to add the portfolio as an investment to your Investment Library. This can be achieved by: Adding the portfolio as a...