Adding Products

Add managed funds and listed products (stocks, Listed Income, ETFs and LICs) using the search tool or saved Portfolios or Product Group for analysis.

Selecting products

Click on Add and move between the different tabs to select the products to run analysis.

For managed funds and listed investments search by their unique identifier (APIR, ASX code) or the products name, or a key word to select from a filtered selection in the drop down menu.

 

Selecting a Product Group or Portfolio will add all products saved in the product group or the underlying investments in the selected portfolio to the Quantitative Analysis tool.

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