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The My Funds page is the central hub of FundMiner, displaying all funds you have access to along with key data fields and filters. This article addresses the most common questions users have when navigating and using the My Funds page.
Whether you are seeing unexpected results, trying to customize your view, or learning how to use filters and tags, this guide has you covered.
Common Questions & Answers
Why am I seeing funds I don't recognize?
FundMiner is designed to provide a 360-degree view of all fund sacross your organization. This may include funds beyond those you typically manage. You have two options:
- Use the filter options at the top of the My Funds page to show only the funds relevant to your role.
- Contact your FundMiner Administrator to update your access restrictions so only your relevant funds are visible.
Why am I not seeing funds I expected?
This can happen for several reasons:
- Not all funds are loaded: Confirm with your Administrator which funds are in FundMiner (e.g., active only, reportable only).
- Access restrictions: Your user access may be limited to specific departments, fund IDs, or fund managers. Contact your Administrator to review.
- Column headers: Ensure the column you are searching by is toggled on. Use the Column Selection button in the top right to add or remove columns.
How do I save a custom My Funds view?
- Click the Column Selection button and toggle on the columns you want to see.
- Click the Column View button (top right) and drag columns to your preferred order.
- Click View and select "Save Current Configuration into View." Give it a name.
- Next time you log in, select your saved view from the View dropdown to load it instantly.
How do I apply filters?
At the top of the My Funds page, above the column headers, you will find six filter options and a search bar. Click any filter to narrow the view based on criteria like Fund Type, Invested Status, Compliance Flag, and more.
What are My Tags and who can see them?
My Tags allow you to add a custom, searchable label to any fund. To create a tag, find the My Tags column and click the Plus button. Tags you create are visible only to you by default. To make a tag visible to all users, check the "public" option when creating it. To delete a tag,click on it and select Delete from the pop-up.
How do I know when the data was last updated?
Hover over the grey question mark beside any data element within a fund's sub-tabs. The hover text shows a brief description of the field and the last sync date; the most recent time that data was loaded or refreshed in FundMiner.
Can I manually edit data in FundMiner?
No. FundMiner is a read-only platform. Any corrections must be made in the source system feeding into FundMiner. Once updated in the source system, the changes will appear in FundMiner on the next data sync.
Can I add new funds to FundMiner myself?
Only Administrators can add funds or load data into FundMiner.Funds are added either through automated data syncs with your source systems or via manual CSV uploads by an Administrator.
Can I export My Funds data?
Yes, use the Export button on the My Funds page to download the current view to Excel.
Can Administrators set a default view for the whole organization?
Yes, Administrators can create and set a default organization-wideMy Funds view that all users see when they first log in.
Is there a limit to how many custom views I can save?
No, there is no documented limit on saved views per user.