Adding Products

Analyse and compare returns and risk for managed funds, listed products (stocks, Listed Income, ETFs and LICs) and superannuation funds using the search tool or select from your saved Portfolios and Product Groups.

Selecting products

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

For managed funds and listed investments search by their unique identifier (APIR, ASX code) or enter the products name or a key word to select from a filtered selection in the drop down menu for all investment vehicles and your saved portfolios and product groups.

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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