Overview
Getting Started
Analysis - Summary
Analysis - Assets
- Add New Asset(s)
- Duplicate Asset(s)
- Delete Asset(s)
- Import Asset(s) from Excel
- Get Assets from Integration
- Recalculate Assets
Analysis - Companies (inv. mgmt only)
- Add New Company
- Delete Company
- Get Companies from Integration
- Recalculate Companies
- Adjusting Company List
- Filtering, Grouping and Sorting
Analysis - Loans (inv. mgmt only)
- Add New Loan
- Delete Loan
- Get Loans from Integration
- Recalculate Loans
- Adjusting Loan List
- Filtering, Grouping and Sorting
Analysis - Map
Analysis - Diagram (inv. mgmt only)
- Add New Asset from Diagram
- Add New Company from Diagram
- Add New Loan from Diagram
- Link Assets, Companies and Loans in Diagram
- Add Containers
- Arrange Objects on Diagram