Search within an investment plan
In the search bar above the hierarchy you can enter a name or a line item ID. The line items displayed in the hierarchy are narrowed down to suitable matches by entering the first character.
You can easily search for an investment using keywords or the Uptempo ID.
Search in an investment plan
In the
Investments section, click on the Search bar above the columns.Enter your search terms.
As you enter your search terms, your investments will automatically be sorted to display the investments containing your keyword(s) or match the Uptempo ID.
To clear your search terms, click the blue x button that appears in the Search bar.
22 May 2026