--- title: Create Custom Models description: Fabric is a powerful tool for financial advisors seeking to deliver the best possible investment advice and portfolio management services to their clients. image: https://landing.fabricrisk.com/hubfs/Fabric_Logo_2_Black_HIGHRES%20(1).png --- [![Fabric Text Logo](https://landing.fabricrisk.com/hs-fs/hubfs/Fabric_Space%2001_Black.png?width=5995&height=1470&name=Fabric_Space%2001_Black.png "Fabric Text Logo")](https://landing.fabricrisk.com/?hsLang=en) # Create Custom Models ![Image 1@2x](https://landing.fabricrisk.com/hs-fs/hubfs/Image%201@2x.png?width=1155&height=1&name=Image%201@2x.png "Image 1@2x") Fabric is a powerful tool for financial advisors seeking to deliver the best possible investment advice and portfolio management services to their clients. With the ability to create and edit customized models within the application, Fabric enables advisors to perform detailed comparative analysis, assess factor risk exposure, and evaluate potential returns under different scenarios. This document will provide step-by-step instructions on how to create models in Fabric.   Benefits of creating models in Fabric  Customizable: Advisors can easily tailor their models to meet the unique needs of individual clients, and compare them against other models to ensure the best possible investment choices. Spans across public / private assets: Fabric's models span across public and private assets, providing a comprehensive view of risk and return that is difficult to achieve through other means. Ability to create custom targets from models: Fabric allows advisors to create custom targets from models or groups of models, providing an additional layer of insight into investment performance. By measuring the distance from these targets, advisors can better evaluate performance and make data-driven decisions about investment strategy.   Overall, creating and analyzing models in Fabric can help you provide better investment advice and portfolio management services to their clients, leading to improved investment outcomes and client satisfaction. By the end of this document, you will be able to create proposed portfolios in Fabric like a pro!   Feature Video    Creating Models  1. Navigate to the portfolio design page of the landing page  In the Fabric application, you create and import models in the portfolio design section of the application. ![Screen Shot 2023-06-08 at 1.10.55 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.10.55%20PM.png?width=1262&height=662&name=Screen%20Shot%202023-06-08%20at%201.10.55%20PM.png) 2. Fill out .csv Click on the import model button.  ![Screen Shot 2023-06-08 at 1.11.02 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.11.02%20PM.png?width=718&height=382&name=Screen%20Shot%202023-06-08%20at%201.11.02%20PM.png) This will open the following screen:  ![Screen Shot 2023-06-08 at 1.11.08 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.11.08%20PM.png?width=478&height=398&name=Screen%20Shot%202023-06-08%20at%201.11.08%20PM.png) Click download spreadsheet template.  Open + Edit Spreadsheet  Open the spreadsheet in either Excel or Google Sheets and delete  ![Screen Shot 2023-06-08 at 1.18.53 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.18.53%20PM.png?width=844&height=428&name=Screen%20Shot%202023-06-08%20at%201.18.53%20PM.png) Add your model to the spreadsheet, once you have completed it save it as a .csv ![Screen Shot 2023-06-08 at 1.20.08 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.20.08%20PM.png?width=396&height=538&name=Screen%20Shot%202023-06-08%20at%201.20.08%20PM.png) 3. Import Model Drag and drop the .csv into Fabric which will populate the columns. ![Screen Shot 2023-06-08 at 1.21.55 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.21.55%20PM.png?width=604&height=544&name=Screen%20Shot%202023-06-08%20at%201.21.55%20PM.png) Review + make any changes  \- If any tickers appear in red, search for the asset manually.  ![Screen Shot 2023-06-08 at 1.23.51 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.23.51%20PM.png?width=512&height=456&name=Screen%20Shot%202023-06-08%20at%201.23.51%20PM.png) If you would like to swap tickers, click the pencil, type and click the ticker name.  ![Screen Shot 2023-06-08 at 1.24.00 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.24.00%20PM.png?width=740&height=586&name=Screen%20Shot%202023-06-08%20at%201.24.00%20PM.png) Name the model with an identifier. ![Screen Shot 2023-06-08 at 1.24.07 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.24.07%20PM.png?width=702&height=646&name=Screen%20Shot%202023-06-08%20at%201.24.07%20PM.png) Once the Fabric model reflects your needs, move on to the next step. 4. Save Click the save button and you will be able to analyze + compare the model.  ![Screen Shot 2023-06-08 at 1.27.41 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.27.41%20PM.png?width=1254&height=694&name=Screen%20Shot%202023-06-08%20at%201.27.41%20PM.png) 5. Compare models  Add other models from your library to compare model versus model. ![Screen Shot 2023-06-08 at 1.29.12 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.29.12%20PM.png?width=1162&height=634&name=Screen%20Shot%202023-06-08%20at%201.29.12%20PM.png) Search for the model you want to compare and add it to the report.  ![Screen Shot 2023-06-08 at 1.30.39 PM](https://landing.fabricrisk.com/hs-fs/hubfs/Screen%20Shot%202023-06-08%20at%201.30.39%20PM.png?width=934&height=516&name=Screen%20Shot%202023-06-08%20at%201.30.39%20PM.png) Next steps see creating targets: Creating Targets from Models ### Access a better way to understand and work with risk, powered by MSCI’s factor model. ### Access a better way to understand and work with risk, powered by MSCI’s factor model. ## Recommended Articles ![2](https://landing.fabricrisk.com/hubfs/Recommended%20Articles%20Images/2.png "2") JUN 8, 2023 Create Proposed Changes to a Client Portfolio [![Read more](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/20636999/284cdf68-4062-486a-b3ec-7f81764b29d6.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/20636999/284cdf68-4062-486a-b3ec-7f81764b29d6) ![16](https://landing.fabricrisk.com/hubfs/Recommended%20Articles%20Images/16.png "16") JUN 8, 2023 Set Targets for Client Portfolios  [![Read more](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/20636999/5ef6af49-69ad-42ec-9521-870ae3e235f8.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/20636999/5ef6af49-69ad-42ec-9521-870ae3e235f8) ![18](https://landing.fabricrisk.com/hubfs/Recommended%20Articles%20Images/18.png "18") JUN 8, 2023 Export Trades from Fabric for Execution [![Read more](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/20636999/a1749845-bc68-4c0d-8686-95e941b75f6c.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/20636999/a1749845-bc68-4c0d-8686-95e941b75f6c) ![Group 41@2x](https://landing.fabricrisk.com/hs-fs/hubfs/Group%2041@2x.png?width=100&height=22&name=Group%2041@2x.png "Group 41@2x") [Privacy Policy](https://landing.fabricrisk.com/privacy-policy?hsLang=en)           [Terms & Conditions](https://landing.fabricrisk.com/terms?hsLang=en) © 2022 Fabric Risk © 2026 All rights reserved.