# Investments Key features include a central instrument registry, enriched data fields (codes, categories, company assignment, descriptions), flexible custom management options, and full integration with portfolios, reports, and Data Studio. Investments are linked to Companies and can be grouped into asset classes or sub-categories for reporting. #### **Structure** ``` Investments ├── Synced (via integrations) │ ├── ETFs │ ├── Managed Funds │ ├── Equities │ └── Cash │ ├── Custom (manual or overrides) │ └── Any type of security or placeholder │ └── Ignored └── Synced instruments deliberately excluded ``` #### Overview Inside each Investment, you can: * View the default synced name and apply a custom override. * Assign an asset class and sub-category. * Map to a global category name. * Link or override the company, including its logo. * Add a slogan or description for use in reports. * Adjust custom management options such as ignoring descriptions or applying custom classifications. * Review sync status: Synced, Partial (partially synced but not an issue), or Custom (manual). #### Adding Investments Investments are regularly synchronised based on the data provided by your organisation. To add your custom investment outside of the provided data, navigate to **Investments** page and click on **Custom** tab.

Next, follow the prompts and fill all the required fields to create a new custom investment.