Product Groups are useful if there is a group of products you need to access information for on a regular basis and monitor and review, for example your APL.
A Product Group allows you to quickly filter and access products relevant to you, saving you time searching for them each time in Product Search, adding them quickly to portfolios or for use in Quantitative Analysis. You can also set up alerts for rating changes and regular reports for saved Product Groups.
You may also have Company Product Groups saved on your profile, dependent on your subscription. These are generally managed by your organisation/ dealer group and are normally your APL.
It is also possible to share a Product Group across multiple iRate users ensuring you all have access to the same core group of products.
Creating a product group
The easiest way to create a product group is via Product Search, alternatively you can go to the Product Group page from Custom Settings. More...
Managing your product groups
You can manage your product groups - add or remove funds, duplicate the group from the My Product Groups page, accessed via Custom Settings. More...
Using your product groups
Once you have saved a product group you can easily access them from Product Search, Quantitative Analysis and Portfolio Construction areas, or use as a filter in Products Like This. More...
Monitoring your product groups
You can set Product Groups up to receive email alerts when a rating changes for a product saved in the group. More...
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