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DouglasL
Follower ○○○

Sharing Portfolios / benchmarks between the "Cloud" and Presentation Studio

I am new to SM Direct.  I have created some portfolios and custom benchmarks in the web based version (Cloud).  Now I am in the Presentation Studio and can not see the portfolios / benchmarks created.  How do i link the two and or get the models shared across platforms. Hate to have to double enter the data.  I know there is a simple solution and my cognitive abilities have impaired my ability to find the answer:).  Any help?

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khong Product Manager
Product Manager

Re: Sharing Portfolios / benchmarks between the "Cloud" and Presentation Studio

Hello, 

To create reports for portfolios and custom benchmarks created in Direct Cloud, please use the Portfolio template. This tile is accessible via the Presentation Studio stand-alone, which can be downloaded from presentationstudio.morningstar.com. 

 

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DouglasL
Follower ○○○

Re: Sharing Portfolios / benchmarks between the "Cloud" and Presentation Studio

Thanks.  Much appreciated

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