How to Assign Rule Groups

Rule folders can be used to set which particular rules will run on a given portfolio. This article covers how to assign rule folders to your portfolios.

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Click into a portfolio from the Portfolios screen to be taken here - you can assign rules using the boxes on this page.

You can also add rule folders to different portfolios using a CSV file. On the Portfolio screen, click the "Export" tab. Then, in the CSV file, update the rule folders column for each portfolio. Once done, upload the CSV file to Rapptr and then the rule folders should be correctly assigned. 
 

 

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