Introduction
This page serves as the one-stop reference for all the averaging options and their accompanying explanations used in the portfolio analysis in our screening service.
It provides a clear and organised overview of all the analysis averaging options, making it easy for users to understand and utilise the screening service to its full potential. Whether you're a seasoned financial analyst or just starting out, this page is an indispensable help for performing powerful portfolio analysis and optimisation.
Platform screenshot
List of averaging options
Individualise all selection
Make all selected portfolios and/or indices visible at once for analysis purposes.
Average all selection
Average all selected portfolios and indices together. The resulting bar chart will show the average performance of the selected portfolios and/or indices.
Average only portfolios
Only average the selected portfolios together. The resulting portfolio bar chart will show the average performance of the selected portfolios.
Average only indices
Only average the selected indices together. The resulting index bar chart will show the average performance of the selected indices.
How to access it
Accessing the Averaging option is simple and straightforward.
Follow these steps to get started:
- Log in to the Matter platform.
- From the Lobby page, click on your profile name located beneath the "Launchpad" option.
- Scroll down until you reach the "Averaging option" option.
- Click on the pre-selected option to reveal a drop-down menu.
- Choose the option that best suits your needs.
- Once you've made your selection, simply return to your analysis.
With this user-friendly process, you can easily group your selection to simplify complex anaysis.