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Quick Start Guide

Get up and running with Point in under 15 minutes. This guide covers the most common first tasks.

Prerequisites

Complete the First Login guide before starting here.

Task 1: View Your Portfolio Summary (2 minutes)​

  1. Click Portfolios in the left navigation
  2. Review the portfolio list — note the Total Value and Latest Valuation columns
  3. Click on a portfolio to open the detail view
  4. Explore the Holdings tab to see individual positions

What you've learned: How to navigate to portfolios and understand the summary view.

Task 2: Search and Filter Portfolios (2 minutes)​

  1. In the Portfolios list, use the Search box to filter by portfolio name
  2. Toggle Hide Portfolios with no Value to clean up the list
  3. Toggle Hide Simple Portfolios to focus on composite portfolios

What you've learned: How to use the portfolio filters to find what you need quickly.

Task 3: Check Data Quality (3 minutes)​

  1. Click Data Quality in the left navigation
  2. Review the Exceptions list — these are data points that need attention
  3. Check the Refresh Jobs tab to see when data was last updated
  4. Look for any jobs with a status of ⚠️ Warning or ❌ Failed

What you've learned: How to monitor the health of your data.

Task 4: Ask Point AI a Question (3 minutes)​

  1. Click Chat with AI in the left navigation (or the AI icon in the top bar)
  2. Type a question such as:
    • "What is the total value of my largest portfolio?"
    • "Which portfolios have the highest equity allocation?"
    • "Summarise the performance of [Portfolio Name] this month."
  3. Review the AI's response — it draws directly from your live data

What you've learned: How to use Point AI to get instant insights from your data.

Task 5: Generate a PDF Report (5 minutes)​

  1. Click PDF Reports in the left navigation
  2. Select a report template from the list
  3. Choose the portfolio(s) and date range
  4. Click Generate Report
  5. Once generated, click Download to save the PDF

What you've learned: How to produce a client-ready report in seconds.

Common Next Steps​

Depending on your role, here's where to go next:

RoleRecommended Next Step
Portfolio ManagerExplore Live Analytics for performance data
Relationship ManagerLearn to generate Briefing Notes with Point AI
OperationsSet up Data Quality monitoring
AdministratorConfigure User Management
IT / TechnicalReview the Architecture Overview
Last updated on by Saeed