Using your product groups

You can access your product groups from different areas of iRate

Product Research Libraries

From the Search criteria box in each Research Library click on Product Group and then select the product group or groups you wish to view.

You can use other search criteria with your product group, or enter a product name or code in the search box to find out if that product is saved to a product group. 

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Quantitative Analysis

Select your product group from the Add menu at the top of the screen, and select the Product Group tab.

Multiple product groups can be selected or used alongside funds or portfolios.

From the Settings area select the charts and criteria you want to use.

You can also use a Product Group as the competitive universe when running a Risk/ Return chart for example.

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Click here for more information on the Chart Settings...

 

Portfolio Construction

You can use a Product Group as a filter to select products from when creating a portfolio or amending one.

This can be particularly useful if you have an APL saved and only want to use products approved in this list when building and managing your portfolios.

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For more information on Portfolio Settings click here...

 

 

 

 

 

 

 

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