Step 1: Go to the Policies Section
In the left-hand menu, go to Policies.
Click Add Policy.
Investment policies are individual only. Group investment policies are not supported.
Step 2: Choose the Upload Method
You can upload:
A single policy manually
Multiple policies via Excel or CSV
In this example, we’ll use the online Excel upload.
Step 3: Fill in Required Fields
In the Excel form, complete the following fields:
final_balance | The current total amount in the investment |
initial_balance | Starting value of the investment |
invest_start_date | Date the investment began |
monthly_deposit | Regular monthly contribution |
current_monthly_deposit | The most recent deposit amount |
Once uploaded, the policy will appear in the Policies list and under the corresponding Plan.
Step 4: Finance Performance View
Go to the Finance Performance section to see the metrics that will be visible in the insured user’s mobile app:
Cumulative Return
Annualized Return
Final Return
These values are calculated automatically based on the policy data.
Step 5: Monthly Updates (Optional)
You can update investment details over time:
Add new contributions using the Additional Deposits column
Log withdrawals in the Withdrawals column
Manually update:
final_balance
current_monthly_deposit
These changes will update the return values seen in the mobile app.
Custom Logic for Investment Models
If your investment product follows a different logic or structure:
Contact the Renova team
We can recommend a certified technical partner in your region to help implement a custom logic
By default, the investment structure used is compatible with most insurance providers on the platform.
You’re All Set
You now know how to:
Upload investment policies manually or in bulk
Understand what information is shown to the insured
Keep financial data up to date
Need help? Contact us via chat.