Author Name: Olivia Anderson
The financial services market is one of the most competitive in the world, leading to some companies investing heavily in technology. This can be great for customers, as it means you can access a wide range of innovative products and services. However, it also means that there are more barriers to entry than ever before. Some of these barriers include the following:
Investdirect MicroStrategy is a web-based financial analysis tool that allows you to create and share reports with other users. You can use it to create charts and graphs and build complicated models for your company.
It’s free to use for anyone who wants to try it out or learn about investing before diving into more advanced tools. Financial analysts and anybody interested in learning more about investing should use MicroStrategy. It’s easy to use, affordable and has all the features you need to create high-quality reports and models.
HOW DO I ACCESS THE INVESTDIRECT MICROSTRATEGY?
With the help of the effective investment adviser tool Investdirect Microstrategy, you can quickly build client portfolios. The platform will enable advisors to build sophisticated portfolios based on client goals and risk tolerance, with the ability to include multiple asset classes and rebalance automatically over time.
Investdirect Microstrategy can be accessed from both desktop computers and tablets/phones. It’s free for investment advisors who are not using a competing product from Investdirect.
The platform also provides access to a robust research framework, which allows advisors to make better investment decisions and quickly answer client questions. The tool includes portfolio analysis capabilities that will enable you to see how your clients are doing against their goals and benchmark indexes over time.
HOW DO I CREATE A REPORT?
Click on the Report icon in the top right corner of your screen to start a report. Then select “New.”
Enter a name for your information and a description.
Select the date range you want to include in your report, then select which account(s) you want to look at (i.e., Investment Account).
You can also choose whether or not you want to include any new transactions since you last reviewed this account (or if it was already included in an earlier report). You can also sort by Account Type, Date Range and Member Name. Click Create Report when ready!
HOW DO I IMPORT A WEB STRATEGY REPORT?
To import a web strategy report, follow these steps:
- Open the InvestDirect Microstrategy app on your mobile device.
- To import the Web Strategy Report file into your device, first pick Import Web Strategy Report from the menu that appears when you hit the “+” icon in the top right corner of your screen (if you do not see this option, update to version 4.5 or above).
- Choose one of the three file formats you wish to import: Comma Separated Values files (.csv), HTML files (.html), and CSV files (.csv) (.csv).
HOW DO I ADD DATA TO MY REPORT?
You can add data to your report by dragging and dropping it from the table, chart, graph or filter menu.
Table: Use this option to add data from the table on your dashboard. This can be a new or existing table that you want to modify. If you are importing a new set of data into an existing table, then use this option and select the appropriate table name to begin adding records.
Chart: The chart options allow you to create bar, line and scatter charts by selecting the relevant chart type before uploading files containing data points for each date specified in their respective tables. To create a chart, click on “new” in your dashboard options panel, followed by either “bar” or “line,” depending on which type of visualization format best suits your needs at this stage (see below).
CONCLUSION
Investdirect Microstrategy is a powerful tool for creating reports and monitoring financial performance. It’s easy to use, but there are still some things you need to know about how it works to get the most out of it.
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