With the rewritten Funds view, you can now group similar funds together under a category. Categories will also display a YTD total of all funds within it for easier reading.
Initially, your funds will show under the Uncategorized section but can be rearranged by clicking on the dots to the left of the fund name to drag and drop your new fund where you’d like. Similarly, categories can be moved as well.
How you arrange your categories and funds will affect how the funds are ordered during offering entry.
To add a fund category,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Funds” under the Offerings section.
3. Click to “Add Fund Category” to create a new category for funds to be assigned under.
4. Type in the name of the category and click "Save".
Once a category has been created, funds can be moved under that category by clicking the icon to the left of the fund name and dragging the fund where it needs to be. Release the mouse to lock in its position and changes will be automatically saved.
To edit a category name, click on the pencil icon to the far right of the row.