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Bulk Operations

Perform bulk operations on multiple records at once.

Accessing Bulk Operations​

  1. Navigate to a fund's tools section
  2. Click "Bulk Operations" in the sidebar
  3. You'll see the Bulk Operations page

Available Operations​

Portfolio Operations​

  • Bulk Price Updates: Update prices for multiple securities
  • Bulk Transactions: Create multiple transactions
  • Bulk Holdings Updates: Update multiple holdings

Investor Operations​

  • Bulk Unit Purchases: Process multiple purchases
  • Bulk Unit Surrenders: Process multiple surrenders
  • Bulk Investor Updates: Update multiple investors

Using Bulk Operations​

  1. Select Operation: Choose the bulk operation
  2. Upload File: Upload file with bulk data
  3. Review Data: Review imported data
  4. Execute: Run the bulk operation
  5. Review Results: Check operation results