# Investments

**Investments Field** allows you to create and manage custom fields that provide commentary and descriptions for investments, which can then be included in reports such as Monthly Factsheets and Quarterly Reports. The content is created using an HTML editor with dynamic placeholders (shortcodes) that pull specific data for each investment.

### Get Started

{% hint style="warning" %}
This is an advanced feature that assumes you are fluent in writing HTML markups, please proceed carefully before continuing.
{% endhint %}

To begin, open the Portal and navigate to **Fields > Investment**. Open the Add New panel to show the form. Fill in the Field Name and select how the field will be filtered based on. The current available filters are: Current Holdings, All Periods, and All Investments.

#### Writing Contents

Unlike other fields where the contents are created in rich text editor, Investment field requires the contents to be edited in a raw HTML. Write any HTML elements to the editor, next to editor there is a panel that reflects from the editor to preview the changes. 

Note that only inline and block HTML elements are supported, other kind of scripting elements like `<script>` are not allowed in this section.

**Styling**

To add styles, use Bootstrap classes to your HTML for easier styling. Please refer to [Bootstrap documentation](https://getbootstrap.com/docs/4.6) to see all available classes that you can utilise. You can also add inline stylesheet (`style=""`) to any defined elements.

**Shortcodes**

We provide several shortcodes to enrich the information. The shortcodes are reflected from selected investment defined the field values.

| Shortcode                      | Example Value                           | Description                              |
| ------------------------------ | --------------------------------------- | ---------------------------------------- |
| `[[code]]`                     | `AAPL0002AU`                            | The code of the investment model/fund.   |
| `[[fund_name]]`                | `Ausbil Australian Geared Equity`       | The name of the investment model/fund.   |
| `[[asset_class]]`              | `International Shares`                  | The asset class of the investment.       |
| `[[aggregated_category_name]]` | `Australia & New Zealand Equity`        | The category of the investment.          |
| `[[investment_company]]`       | `New York Life`                         | The name of the investment company.      |
| `[[investment_company__logo]]` | (Image or URL)                          | The logo of the investment company.      |
| `[[slogan]]`                   | `Self-explained`                        | The investment's slogan.                 |
| `[[benchmark]]`                | `S&P 500 Index`                         | The investment's benchmark.              |
| `[[advisory_company_name]]`    | `Ausbil Investment Management Limited`  | The name of the advisory company.        |
| `[[description]]`              | `Self-explained`                        | A general description of the investment. |
| `[[role]]`                     | `Passive exposure to the S&P 500 Index` | The role of the investment.              |
| `[[style]]`                    | `Styles`                                | The investment's style.                  |