Step 1

Build your tags categories and tags. 

Step 2 

Go to my Account then Company and select the Portfolio Template.

Step 3

Click New Template

Step 4

Insert a Name and add Tag Categories, click on Add to add them to your layout.
You can drag and drop the categories to change the order of appearance of those tags categories. 

Then click Create.

Step 5 

Go to a portfolio and there select the portfolio template you wish to apply to this portfolio. Below Overview, Select a Portfolio Template

Step 6  

From the Actions button, your PDF will include your new template layout. You can also select to show the transactions history.

Step 7

Click on  to Generate the PDF. Below we represent investment thematics % weights into this portfolio. 

If you are looking for more customization please contact our team - contact @

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