Upload portfolios via excel or text file
I manage several equity models across several hundred portfolios. Additionally, some clients have favored holdings outside the scope of our research. Added together there are over 300 names. I would like to take a list of tickers and share amounts from our portfolio accounting system in .csv or other format, and upload that list directly into the "Portfolios" module of VV7. That way I could get alerts for breaches of stop prices for our entire range of responsibilities. Keyboarding this stuff is a little nuts.
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Gerald Cole
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