The Custom Data Points menu allows you to choose what data you view on screen and export for your Shortlisted Products.
This drop down menu contains all data points available for the product tab you are on. When in All Products every data point across all investment product types is there for you to choose from. This allows you to build one view and report for all of your core products across all investments and choose each data element relevant to them, not just the common data attributes.
When on the separate investment product tabs the data options available in Custom Data Points are only those which are relevant to the product e.g. Entry and Exit price for Managed Funds, or Beta and Market Cap for Direct Equities.
Watch a brief video here to see how to use this feature.
Choosing the additional data points to view
After clicking on the Custom Data Points tab, you can:
- search for data points by entering a keyword in the search box e.g. fee;
- search through the list and tick each one you want to view - select as few or many data points as you require;
- you can clear the selected data points by clicking on Reset to default - each investment product has their own specified default data points, including product type, asset class, rating;
- as you select a data point it will automatically be added to your Shortlisted Products table;
- as you add more columns, use the scroll bar towards the bottom of the table to view all data points;
- the data you see on screen can be exported straight into Excel or Word, click on Export Selection
- use Schedule Custom Report to set up a regular report to be emailed direct to you with the data points and products you select. Learn more here.
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