Investor groups

Issuer users can define groups and include a list of holdings in a group.

Groups can be used in top investors report generation and the VIP investors feature 

To create a group:

1. From the menu, go to Investors and click Investor groups.
2. Click + Add new investor group.
3. Enter the name of the group.
4. Select holdings for the group by searching in the select field
5. Optionally check Exclude from investor reporting. Holdings can’t belong to multiple groups if they are used in top investors reporting.
6. Click Save.

Once you have a group created, it can be displayed in the Top investors report. It can also be used in the VIP investors feature.

To view, edit or delete a group:

1. From the menu, go to Investors and click Investor groups.
2. Click on view, edit or delete

Read-only users can be granted the ability to manage investor groups.

1. From the menu, go to Issuer, and click Users
2. Select the user to give access to and toggle the Manage investor groups & VIP alerts radio button to on