Go to Custom Settings > Custom Products
From this dashboard you are able to add growth data to existing Custom Products, edit or delete your Custom Product(s) or use the functions to save, export or send to other parts of iRate (once you have selected the product using the tick box to the left of the name these additional functionalities will appear).
BULK UPLOAD GROWTH DATA
This option allows you to load multiple data points for one or more of your custom products.
Note: when using this function you need to import the full growth history data not just the most recent data points as it overrides all data currently saved for the Custom Product(s)
To easily download the saved growth data, click on the 'Growth Data' button next to the product name on the Custom Products dashboard and then add the new data to this file, save and use the 'Bulk Upload Growth Data' button to load into iRate
MANUALLY ENTER GROWTH DATA
If you only have one or two data points to enter, you can do this input them manually by clicking on 'Edit' on the Custom Products dashboard
This option allows you to enter the monthly return % over the growth data value
Click on the button 'Add Monthly Return', a new blank row will be created
Enter the Date and the Monthly Return, the Growth Data Value will be calculated for you
Note: the starting value must be 0.00%
When you have finished, click Save.
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