Where do I enter a company’s industry?

To add an industry for a company:

  • Go to Portfolio Management and select the tab for Companies.
  • Create a new company by selecting the button for “Add Company” or edit an existing company record by selecting the pencil icon in the appropriate row.
  • In the Industry field, select the arrow to activate the drop-down list of industries.
  • Select an industry from the list provided or select “Other” at the bottom of the list.
  • If you select “Other”, enter your own industry description in the box provided.
  • Save your record by scrolling to the end of the company page and selecting “Save”.

Note that if you use the import template for entering a company, you can enter a custom industry simply by typing it into the Industry field.

 

To add an industry for a fund:

  • Go to Portfolio Management and select the tab for Funds.
  • Create a new fund by selecting the button for “Add Fund” or edit an existing fund record by selecting the pencil icon in the appropriate row.
  • In the Industry field, select the arrow to activate the drop-down list of industries.
  • Select an industry from the list provided or select “Other” at the bottom of the list.
  • If you select “Other”, enter your own industry description in the box provided.
  • Save your record by scrolling to the end of the company page and selecting “Save”.

 

If you enter a custom industry, it will appear as part of the portfolio diversification charts in the Portfolio Analysis section of your Seraf account.

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