With the 'Administration' panel, you can create funds, configure your fund, and explore additional options. In this article, I will provide a quick overview of the different choices available to you.
Users who can create and adjust fund settings
- Administrator
- Moderator
Creating Funds
- To create a fund, go to the ‘Settings’ or ‘Administration’ panel and click the plus button on the Portfolio section in the left sidebar.
- Enter the fund name, choose the currency, and when you're ready, click ‘Configure Fund.’
Fund Configuration
After creating your fund, you can make further configurations, such as adding figures in the Figures section, which the platform uses to calculate default metrics, reordering fields on the company page from the Company Page tab, or adjusting the format through the Options tab.
If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.