Quantitative Analysis - Quick Start

1. Add funds for analysis

Add funds using the search tool, or add all funds within a Portfolio or Product Group. Additionally, multiple benchmarks can also be selected for analysis.

Note: the Quantitative Analysis tool works in conjunction with the Workbench. Products in the Workbench will be selected for analysis by default.

 

 

2. Select charts to generate

You can select to generate just one chart, multiple or All to run all charts

 

 

3. Modify chart settings as required

By default, the ‘Start Date’ and ‘End Date’ is based on the latest growth history data available for the selected funds.

 

 

4. Generate charts

 

 

5. Review charts and data

Note: click on charts to view data and download the chart as an image. Additionally, hovering the mouse over the chart will display individual data points.     

 

 

 

6. Export charts and data

 

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