Using deal templates in sals.a

To access templates containing sample deals or whole portfolios select Add... > Use Example Deals / Portfolios. 

This will open a pop-up which allows you to browse by asset class or portfolio type. 

Click on the most appropriate structure. Doing so will open the Deal Box where you can enter the specifics of the deal.

Having entered the relevant data press Save. The deal is now saved in the active portfolio.

To enter a complete portfolio select the Sample Portfolios option and browse for the most appropriate. Clicking on one will automatically save it to your portfolios in the Portfolios section.

• Manual deal entry
• Importing data from MS Excel