Model Portfolios

CSV Model Download

Introduction

This page describes the process for for Downloading Model Portfolios to CSV format

Model Download

To download Model Portfolio holdings, first navigate to the Model Portfolio you with to download by clicking Model Dashboard > Model Name.
Once on the Model Portfolio page, click the Export CSV button

Screenshot 2023-12-01 at 9.36.49 am.png
This download a CSV file with all the Model holdings and weights, in the following format
Example Model Download
0
Name
Column 2
Column 3
Notes
1
Code
Weight
Weighting Type
Open
2
CASH
100
Fixed
Open
3
Open
There are no rows in this table

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