Equities Features


Search and select stocks to:

  • view and download Stock Viewpoint reports
  • create Product Groups
  • review further using the Key Financial Metrics menu
  • select stocks to add to a portfolio


Key Features

1. Search

  • Search for stocks by name / ASX code and/or using filters
  • Search for multiple stocks in a single search using ASX codes (paste from excel, word etc.)

2. Reporting

  • Access Stock Viewpoints
  • Export the Key Financial Metric data into Word or Excel

3. Actions

  • Create Product Groups / APLs from selected stcoks
  • Select stocks to build an Australian Equity portfolio
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