Can I save funds I use on a regular basis?

Yes, the Product Groups area allows you to create and manage saved lists of investment products.

If there is a group of funds you monitor or need to access information for on a regular basis, for example your APL, then a Product Group is a useful way of saving these products so you do not need to search for them each time you are using iRate.

Furthermore, you can set up email alerts for your Product Groups to be notified when a rating changes for a product saved in the Product Group. Learn more here...

You can access your Product Groups from Product Search, Portfolio Construction , Products Like This and Quantitative Analysis.

Learn more about Product Groups here...

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