Go to the **Model Portfolios** section and click the **Bulk Update** button

Click the **Download CSV template** link to get a blank CSV template

Choose a location to save the file to and click the **Save** button

Open the file you just downloaded and input the model portfolios you would like to create by adding information to the **Name, Ticker and Value** (% weight) columns.

For each holding of a particular model portfolio, be sure to repeat the name of the model portfolio in the **Name** column (see example screenshot below)

Once you have filled in your model data, save the file. If you are using Excel, the system will ask if you would like to keep using the CSV format. Click **Yes**.

Go back into the Model Portfolios section in StratiFi and click the **Bulk Update** button

Drop and drop the file you just saved into the popup. Alternatively, you can click inside of the upload area to locate the file to be uploaded

Once you have selected the file to be uploaded, click the **Import** button

The system will process the file and you will see a popup message upon completion. Click **Review Results** to see what was done.

After viewing the results, click the **Go back to the models list** button to see the new model portfolios

How To Bulk Add Model Portfolios