Product Groups and the Workbench

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

One feature is saving the products in your Workbench to a Product Group so they are always accessible.

To save your Workbench, click on Save as... Product Group and either:

  • create a new product group by giving it a name; or
  • adding it to an existing product group selecting from the drop down list

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You can manage your Product Groups via your settings area. More...

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