QuotaBook|User Guide - 1. Creating a New Fund

1. Creating a New Fund

🚩 Navigate to [Investment Management] → [Funds]

Creating New Funds

  1. Navigate to [Investment Management][Funds], and select [Create Fund] on your upper right.
  2. Submit the required fields - Fund Category, Fund Type, Currency Type and press [Submit]. (You can always edit the initial inputs or add additional information if needed)
  3. The newly created fund will appear below [Fund Name] - select on specific fund and it will direct you to the fund dashboard.