How to Create a Household in Risk Intelligence

  • Sep 17, 2023
  • Knowledge

Title
How to Create a Household in Risk Intelligence
Description
This article describes how to create a new household in Risk Intelligence.
Body

How to Create a Household

To create a household in your Risk Intelligence  account, click on the blue "Add Group" button on the left side navigation panel. 

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After giving your household a name, you must select a portfolio type (Share Quantity, Dollar Value, or Percent Allocation).

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You can then add portfolios to your household. Either select already created portfolios - the "Add Existing Portfolio" option and search for the portfolio name or you can "Create New Portfolio" by entering positions manually. Once you are finished, click the blue Save button at the bottom of the page to submit the household:

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The household will now appear when you search in your Dashboard:

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Last Reviewed
4/27/2026
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https://orionadvisorservices.lightning.force.com/lightning/articles/Knowledge/How-to-Create-a-Household-in-HiddenLevers

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