Everysk Platform

Tutorials

• How to Integrate with Addepar
• How to Insert Trades on the Platform

Workers List

• Custom Index Workers
• Datastore Workers
• Compliance Workers
• Calculation Workers
• File Workers
• Network Workers
• Datastore Generators Workers
• Report Workers
• Flow Control Workers
• Miscellaneous Workers
• Trades Workers
• Portfolio Workers

Workflows

• The workflow structure
• Creating a new workflow
• Cloning a workflow
• Exporting a workflow
• Deleting a workflow
• Running a workflow through the everysk API

Workers

• The Worker structure
• Variants
• Developers Section
• Output Types

Portfolios

• How to create a portfolio
• Importing a portfolio from an XLS or CSV file
• How to import a portfolio from a XLS file with multiple tabs
• Importing Portfolios from Black Diamond
• Importing a portfolio from Blueleaf
• Importing a portfolio from Everysk Samples

Reports

• How to create a Report with a Manual Workflow
• Export reports as PDF or CSV
• How to share a report
• Can I embed individual widgets from a Report?
• Can I revoke public access to a Report?
• How to visualize Reports created in the past

Templates

• How to search for templates
• Template/Scenarios
• Template/Historical Scenarios
• Template/Hedge Behavior
• Template/Stress Test Filters
• Template/Stress Test Comparison

Widget List

• Stress Test Envelope
• Stress Test Widget
• Risk Attribution
• Backtest
• Historical Scenarios
• Portfolio Stats