Download User Guide - O&M Systems

Investments Profiler User Guide (v9)
Contents
Introduction........................................................................................................................................... 2
Other Products & Services From O&M .................................................................................................... 3
General Features.................................................................................................................................... 4
Logging In ....................................................................................................................................................................... 4
Changing Password & Logging Out................................................................................................................................. 4
Messages ........................................................................................................................................................................ 5
Options ........................................................................................................................................................................... 5
Help ................................................................................................................................................................................ 5
Home Screen .................................................................................................................................................................. 6
System Navigation .......................................................................................................................................................... 6
Dashboard ............................................................................................................................................. 7
Introduction.................................................................................................................................................................... 7
View Dashboard ............................................................................................................................................................. 7
Manage Dashboard ........................................................................................................................................................ 7
Manage Contents ........................................................................................................................................................... 8
Print ................................................................................................................................................................................ 8
Introduction.................................................................................................................................................................... 9
Fund Research ................................................................................................................................................................ 9
Fund Dashboard ........................................................................................................................................................... 12
Fund vs Fund ................................................................................................................................................................ 13
Funds Comparison ........................................................................................................................................................ 14
Reports ......................................................................................................................................................................... 15
Portfolios and Composite Benchmarks ........................................................................................................................ 15
Portfolio Dashboard ..................................................................................................................................................... 25
Portfolio vs Portfolio .................................................................................................................................................... 26
Portfolio Comparison ................................................................................................................................................... 27
Rebalancing a Portfolio ................................................................................................................................................ 28
Print .............................................................................................................................................................................. 29
Clients ................................................................................................................................................. 30
Introduction.................................................................................................................................................................. 30
My Clients ..................................................................................................................................................................... 30
Print .............................................................................................................................................................................. 41
Reports ................................................................................................................................................ 42
System Wide Features .......................................................................................................................... 43
Exporting Charts ........................................................................................................................................................... 43
Recent Items................................................................................................................................................................. 43
Chart Source Data ........................................................................................................................................................ 44
Glossary ............................................................................................................................................... 45
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Contents
Research ................................................................................................................................................ 9