Workbench

The Workbench automatically saves products you select in the Fund Research, Equities Research, Listed Income or Quantitative Analysis areas for use site-wide.

Located on the top right menu bar of the site, the Workbench allows you to:

  • quickly add funds to the Quantitative Analysis tool;
  • quickly add products to an existing or new portfolio in Portfolio Construction;
  • save products to an existing or new Product Group; or
  • download research reports for all selected products in one file. 

 

Adding products to the Workbench

As you select products in the Fund Research,Equities Research, Listed Income or Quantitative Analysis areas they are automatically saved to your Workbench.

The list of products in your Workbench will continue to increase as you select more products.

The products in your Workbench are saved until you remove them and will be there the next time you log in.

Removing products from the Workbench

If there are products in your Workbench you no longer want you can remove them either individually by clicking on the symbol to the left of the fund name or to delete all funds, use 'Clear Workbench'.

Sending products to other areas of the site

To save time searching for the funds once you are in Portfolio Construction or Quantitative Analysis, you can add them using the Workbench.

Go to Workbench and click on the area you want to send them to.

In Quantitative Analysis the funds will automatically appear in the table. More...

In Portfolio Construction, you have the option to add them to an existing portfolio or create a new portfolio. More...

 

Saving products to a Product Group

You have the option to add products to an existing Product Group or a new one. More...

 

Download reports

Click on the report type to download the reports as one file for all products showing in your Workbench.

Note: Fund Viewpoints and Fund Review's are only available for products rated by Lonsec

 

 

 

 

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