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