Save fund holdings settings and return to your work
Name your applied CSPX or IUSA conditions, current allocation view and exact group. Save your own configuration; read and apply financial data again only when you choose.
1. Prepare an applied selection
Load and review the original CSPX or IUSA CSV, then explicitly apply it. Apply your search, asset-class and order filters as well. Choose Sectors, Locations or Asset classes, optionally an exact group, and 25, 50 or 100 rows per page. Saved settings use applied filters and the current presentation, rather than unapplied filter edits.
2. Review and confirm a name
Sign in, name the selection and choose Review save. Review the fund, filters, order, page size and allocation group before confirming. Only Confirm save to account sends the command. Cancelling before sending stores nothing. Names and settings are private.
3. Find and review the saved settings
Find Saved fund holdings settings in My analyses, with a compact list in Return to work. Open the exact saved link. Fresh account verification shows the configuration without downloading CSV, calculating or applying a result. Adopting the reviewed conditions fills only a draft. If work is already in progress, explicitly decide whether to discard it first. Review a changed saved version again; a removed entry cannot be adopted, and expired verification requires account re-verification first. Renewing verification of the same version preserves a valid review.
4. Load a new input
After adoption, explicitly load the issuer input, review the CSV’s own date and apply it. The exact saved allocation dimension and group are restored. If the group is absent from this file, an unavailable selection appears without substitution. Opening account settings does not promise the same holdings or date as when saved.
5. Rename, remove or resolve an uncertain save
In My analyses, rename or remove settings through review and confirmation. An error proves neither success nor cancellation. If the command might have been accepted, explicitly retry the same retained request; it is never automatically sent and its key and content stay unchanged. Changing accounts conceals private information.
6. Distinguish settings from a financial export
The account stores only a name, query and presentation. It does not store issuer CSV, positions, weights, values, original clocks or a financial Snapshot. Complete holdings JSON/CSV is separately downloaded from an applied result, including all original rows and allocations. Settings alone are not a ValuePassport or a publicly shared analysis.
This is a guide to Datisto. Private features require sign-in and access to your own data. Personal models use your assumptions; availability and permitted use of source data are checked with the particular result. This is not investment advice.