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Iv Faq
Iv Faq
4. How do you create, save, and retrieve a Hypothetical report? .................................................................................................. 4 5. How do you Screen or Filter for funds with various criteria? ..................................................................................................... 6 6. How do you limit the pages while printing a Hypothetical/Profile report? .............................................................................. 9 7. How do you edit columns in spreadsheet view? ........................................................................................................................ 9
8. How do you save lists and make it as a default page in the program?..................................................................................... 9
8. 9.
10. To continue, click Next. 11. Follow the on-screen instructions to complete the installation (If this is the first time you have installed the 32 bit version of InvestmentView you are prompted to restart your computer at the end of the installation before you can run the program).
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Note: If you have already run Netsetup.exe on each workstation and are installing a new update you do not need to run netsetup.exe a
second time.
12. Windows 2000 & XP Users open the Start menu and select Run. 13. Type in the path to the Netsetup.exe file. For example, if InvestmentView is installed to the f:\inview directory, then type f:\inview\netsetup\netsetup.exe. Repeat this action at every workstation where you want to install InvestmentView.
10. Double-click on the file to unzip the downloaded file and extract the files to the folder/location you want. Extracted files/folders are same content of InvestmentView CD. 11. To install the InvestmentView program, click Setup.exe and follow the installation instructions listed on page 3 of the installation guide.
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2. 3. 4. 5.
Select the funds you want to see in your Hypothetical and add them to the Selected Items List box. Choose the Type of Hypothetical (Single, Comparison, Portfolio). Click on each tab in order in the Hypothetical View Settings display. Click OK.
On the left side of the View toolbar, in the Selected Item drop-down, highlight the selected item you want to view from the list.
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2. 3.
Use the yellow folders to locate the directory in which you want to save the client file. In the File Name box, enter the name for your client file, and click Save. Note: For incllude scenarios in your saved client file, you must first store them.
1. From the Spreadsheet view, click the Spreadsheet toolbar, or select Filter from the Spreadsheet menu. 2. Click the tab along the top of the Filter window. 3. Select the Families and/or Investment Categories that you want from their corresponding list box. Only the selected families and investment categories are available for use in the Spreadsheet View. To include all members of a box in the filter, click Select All. 4. Click OK, or click another tab to make further filter settings. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
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1. From the Spreadsheet view, click the Spreadsheet toolbar or select Filter from the Spreadsheet menu.
Selects securities based on the fees and charges they apply. The charge types available for filtering vary with each database.
2. Click the tab along the top of the Filter window. 3. Enter the minimum and/or maximum amount that you want in the appropriate field for each charge type that you want to use as selection criteria. You can enter criteria for any combination of charge types, along with any combination of criteria from other tabs. 4. Click OK, or click another tab to make further filter settings. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
Charges
Returns
Selects securities based on their performance. The return categories available for filtering are Average Annual, Calendar Years, and Load Adjusted (SEC returns). Each of these return categories are located on their own sub-tab on the Returns tab.
1. From the Spreadsheet view, click the Spreadsheet toolbar, or select Filter from the Spreadsheet menu. 2. Along the top of the Filter window, click the tab. 3. Click the sub-tab containing the data that you want to use as your selection criteria. 4. For each return type that you want to use as selection criteria, in the appropriate field, enter the minimum and/or maximum amount that you want. You can enter criteria for any combination of return types and periods, along with any combination of criteria from other tabs. 5. Click OK, or click another tab to make further filter settings. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
1. From the Spreadsheet view, click the Spreadsheet toolbar or select Filter from the Spreadsheet menu.
Selects securities based on their Modern Portfolio Theory (MPT) Statistics. The MPT Statistics available for filtering are: Standard Deviation, Alpha, Beta, R-squared, Sharpe and Treynor statistics.
2. Along the top of the Filter window, click the tab. 3. Click the appropriate tab for the MPT Statistics you want to use in the filter. 4. In the appropriate field for each MPT Statistic that you want to use as selection criteria, enter the minimum and/or maximum amount that you want. You can enter criteria for any combination of MPT statistics and periods, along with any combination of criteria from other tabs. 5. Click OK, or click another tab to make further filter settings. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
MPT Statistics
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Portfolio
1. From the Spreadsheet view, click the Spreadsheet toolbar or select Filter from the Spreadsheet menu. 2. Along the top of the Filter window, click the tab. 3. Click the appropriate tab for the Portfolio Statistics you want to use in the filter. Choose from Common and Stock & Bond specific statistics. 4. For each Portfolio Statistic that you want to use as selection criteria, in the appropriate field, enter the amount that you want. You can enter criteria for any combination of Portfolio statistics, along with any combination of criteria from other tabs. 5. Click OK, or click another tab to make further filter settings. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
1. From the Spreadsheet view, click the Spreadsheet toolbar or select Filter from the Spreadsheet menu. 2. Along the top of the Filter window, click the tab.
Selects securities by comparing them to other securities or indices based on a variety of data types, determined by the user.
3. Select the database of the item you want to outperform by clicking the appropriate box in the Select From area. 4. In the box below the Select From area, type the first few letters of the security or index. 5. In the large box directly below, click the security or index that you want to display. 6. Select the data value that you want to use as the performance measure from the box in the Fields section. 7. To add this selection to your search criteria, click Add. 8. Click OK, or click another tab to make further filter settings.
Better Than
Ratings
1. From the Spreadsheet view, click on the Spreadsheet toolbar or select Filter from the Spreadsheet menu. 2. Along the top of the Filter window, click the tab. 3. For each Rating type that you want to use as selection criteria, in the appropriate field, enter the minimum and/or maximum amount that you want. You can enter criteria for any combination of Rating types, along with any combination of criteria from other tabs. 4. Click OK. Note: The minimum and maximum values allowed for the filter field in which your cursor
is located are listed in the bottom left corner of the filter.
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Summary
Provides a list of all the Filter selection criteria you enter. Each currently entered filter selection is listed along with the criteria for that selection. You should always check the Summary tab when you have entered selection criteria on more than one tab to ensure that your criteria is entered correctly.
7.
8. HOW DO YOU SAVE LISTS AND MAKE IT AS A DEFAULT PAGE IN THE PROGRAM?
Save All Securities Or Indices In The Spreadsheet As A List
1. 2. 3. When you have reduced the Spreadsheet to just the items you want to save as a list, from the Spreadsheet menu, select Save List. Use the yellow folders to select the directory in which you want to save your list. Enter the name of this list in the File Name field, and then click Save.
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