 |
To start the upload process click thr Browse button |
 |
A pop up window will appear. Locate and select the csv file you choose to upload |
 |
Click the Open button |
 |
The path of the upload file will display in this text box |
 |
Click the Submit button |
 |
Tracker will display the cusips that will be uploaded |
 |
Click the Proceed button |
 |
Cusips that are recognized by Tracker and have a position as of the report date will display a green check mark |
 |
Cusips that are not recognized by Tracker or do not have a position as of the report date will display a red x mark and will be excluded from the upload process |
 |
Click the Proceed button to finish the process |