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Featured articles
4 articles
Creating a Portfolio
Risk Profile 2.0
How to Create a Stress Test Report
The HiddenLevers Manual
Portfolios & Households
25 articles
Creating a Portfolio
Creating a Household
Adding a Client and Creating Recommendations
Editing an existing portfolio.
Adding a Fixed Income Position
Creating a portfolio from a report spreadsheet.
How to add a bond to a portfolio.
Adding an existing annuity to a portfolio.
View all articles on "Portfolios & Households"
FAQ
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Stress Testing
5 articles
How to Create a Custom Scenario
How to Create a Stress Test Report
The Scenario Library
Interactive Stress Testing
Adding a portfolio to a Stress Test.
Frequently Asked Questions and Issues
7 articles
Logging into your account on HiddenLevers
How do I import a portfolio?
Strange Values on a Stress Test Risk + Return Section
What is scenario progress?
What are the HiddenLevers Benchmarks?
I am getting a cross site scripting error in Internet Explorer.
Where can I see War Room replays?
How The HiddenLevers Model Works
8 articles
How does the HiddenLevers model work?
How does HiddenLevers model bonds, ETFs and mutual funds?
What is "Correlation Risk"?
Detailed Model Overview & Whitepapers
How HL Calculates Total Return and Dividends
How is Expected Return Calculated?
Performance History Calculations
How Does the Software Handle Young Investments
Editing Your Account Settings
10 articles
Changing your account password.
Model Settings
How do I Prevent Advisors at my Firm from Accessing my Clients?
How to Embed Signature Button on a Mac
Marketing Materials
How to cancel your account
Incorporating your branding into HiddenLevers reports.
Editing the email associated with your account.
View all articles on "Editing Your Account Settings"
Advanced Features
7 articles
How to use the Hedging Wizard
How to use the Portfolio Optimizer
Alpha Calculation for Custom Assets
Finding Correlated Securities with the Correlation Screener
Navigating the Economic Data Center
Creating and Sharing a Chart
Adding an Unit Investment Trust (UIT) to your account.
Integrations With Third Parties
17 articles
Adding Schwab Account using PortfolioCenter Export Wizard
Launching your Fidelity Integration
Riskalyze Integration
Steps to Set Up the Addepar Integration
Using Multiple Integrations
Deactivating Your Integration
Renaming Imported Client Accounts
Integrating Single Accounts
View all articles on "Integrations With Third Parties"
Proposal Report
6 articles
How to Create a Proposal
Creating a Proposal Template
How to Customize Your Proposal
Changing Text on the Cover Page
Deleting Custom Cover Page
HiddenLevers Terms and Definitions
Adding Different Investment Types
9 articles
How do I add a BDC to my portfolio?
How to Create a Custom Asset
Custom Assets vs Managed Products
How to Model a CD
How to Model Options Contracts
How to Model Structured Products
Common Proxies for TSP (Thrift Savings Plan)-U.S. Government employees.
Create and Add an Annuity
View all articles on "Adding Different Investment Types"
Risk Tolerance Questionnaire
8 articles
How the Survey Risk Questions are Designed
Emailing the Risk Survey
Adding an Email Signature
Printing a Blank Questionnaire
Reviewing and Printing Completed Questionnaires
Customizing the Risk Tolerance Questionnaire
Merging Questionnaire and Client Page
Sending a Risk Tolerance Questionnaire to Multiple People
Training
6 articles
Data Management
Investment Policy Statement
Survey Tracking
Cashflows
Video Tour
Client Workflow
HiddenLevers Whitepapers
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