When opening The Insights Platform for the first time you will be greeted by the following screen.

This screen presents the option to either manually search and add tickers to your portfolio, or you can import your portfolio from Bloomberg Terminal, or from a Microsoft Excel file.

To search for a ticker you can either enter the company name, or company ticker. As you type you will begin to see a more refined list of companies that become relative to what you are typing in the search box.

To import a portfolio click on any of the highlighted buttons below. 

Each option will display tutorial videos on how to correctly import portfolios from either Bloomberg Terminal or from Microsoft Excel.

Once a portfolio has been successfully imported you will see the companies displayed in your portfolio.

If you experience any issues importing any of the tickers, you will be able to download a spreadsheet of the companies and errors associated with the file.

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