Quantitative Analysis - Quick Start

1. Add the products for analysis

Add the investment products using the search tool, or add all products within a Portfolio or Product Group. Additionally, multiple benchmarks can also be selected for analysis.

The tool works across all investment types - managed funds, equities, listed income, ETFs, LIC/LITs and superannuation funds.

Note: the Quantitative Analysis tool works in conjunction with the Workbench. Products in the Workbench will be shown automatically on the page for analysis.



2. Select charts to generate

Select to run just one chart, multiple or all charts using the tick boxes



3. Modify chart settings as required

By default, the ‘Start Date’ and ‘End Date’ is based on the latest growth history data available for the selected products. You can adjust this to the dates required for your analysis, so long as the data is available for the product.

Update as required the period over which the returns will be calculated, the default is over 1 year.


4. Click on Generate charts

5. Review charts and data

Click on charts to view data and download the chart as an image. Additionally, hovering the mouse over the chart will display individual data points.     


6. Export charts and data



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