How to Create a Model
- Log into app.zoefin.com
- Select the “Investing” tab on the left hand side
- In the menu that appears, select “Portfolios”
- Select "firm models"
- In the upper left hand corner, select “Create New Model”
- In the search bar, type in the first ticker or sleeve that you would like in the portfolio and provide the weight
- For all subsequent tickers or sleeves, select the blue “+ Add Holdings” option, search for the next ticker or sleeve, and provide the weight. Repeat this step until you’ve reached 100%. Once the total weight of all holdings equal 100%, click “Next”
- Name the model and assign drift settings. Your firm’s default settings will be applied, however, you can adjust drift settings for this model if you would like by inputting the new drift percentage in each field.
- If you input new values and decide to revert back to your firm’s settings, you can click “Apply Firm Defaults.” A window will pop up asking you to confirm you would like to apply firm default values. This will only apply to this specific model you are currently creating. Click “Apply Defaults''
- Click "next" and review the model one final time
- Click “Create Model”
If you need any additional assistance, you can contact your Zoe Relationship Manager or the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449.