My Custom Product

My Custom Product allows you to upload external data for a product that is currently not reported on within the iRate platform. The tool provides you with the flexibility to build cash like products such as term deposits, enter like-funds with a longer performance history or create custom benchmarks and funds. You are then able to include these products in your portfolios under Portfolio Construction or run analysis within Quantitative Analysis.

• ★ Custom Product - Overview
• Creating a Custom Product - Overview
• Creating a Term Deposit/Cash product
• Creating a Custom Fund, Super Fund or Listed product
• Creating a Custom Benchmark
• Editing or Adding new Data to your Custom Product
• Using your Custom Products in a Portfolio
• Using your Custom Products in Quantitative Analysis
• Sharing and Downloading your Custom Products