Watch the demo:  https://youtu.be/pWbjvS7NEVA

Enter Holdings — High Level Overview

Upload Holdings is how portfolio managers enter their current stock positions into ClearLedger. All position entry is done on the UH tab, which provides a guided input form for entering each holding accurately and consistently.

The process converts manager‑entered positions into a validated, engine‑ready dataset used for scoring, constraints, optimization, and compliance.

1. Enter Positions (UH Tab Guided Form)

Managers use the guided input form on the UH tab to enter each position’s:

• Symbol

• Quantity

• Market

• Currency

• Valuation fields

This ensures clean, structured, and controlled data entry.

2. Export to Engine

ClearLedger exports the entered positions to a hardened CSV and sends it to the engine, ensuring consistent formatting and preventing data corruption.

3. Engine Validation & Translation

The engine validates all fields, calculates weights, checks for errors, and produces a translated version of the holdings.

4. Posting

Once validated, holdings are posted to the tenant workspace, becoming the official record used by all downstream analytics.