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There are three ways in which portfolios can be used for graphing: Graphing the performance of the portfolio as a whole You can graph the performance of the portfolio as a whole in two ways: Click on the Portfolio link to view the portfolio se...
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This screen is the heart of Synaptic Research. On the right-hand side it starts by showing all the contracts for the type of product being researched. On the left it shows all the fields of data which Synaptic collects about those contracts, divided...
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When you start a piece of research, the filtering screen only displays the company and name of the contract: Any number of data fields can be added to the grid to view by simply selecting (clicking on) the field name from any of the tabs on the ...
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The fund past performance data in Synaptic Research is supplied by FE, as described above. Synaptic are responsible for calculating some derived functions of the past performance such as alpha and beta. All fund data is as-at the most recent mo...
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You can generate a report about a portfolio by viewing the portfolio settings and then clicking on the Report button at the bottom of the pop-up screen. The report about a portfolio consists of the following parts: The name of t...
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The stochastic projection graphs use a fund’s historic returns to estimate the probability of future returns. Synaptic Research runs 10,000 Monte Carlo projections per fund and then shows every fifth percentile return between the 5 th and 95 th...
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The best/worst returns graph shows a fund’s average annual return over the chosen period versus the range from its best to worst returns over the last 10 years. (Note that the best-worst range always looks at the full 10 years regardless of the time...
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The first screenshot shows the list of product types on the software’s home page, divided up into tabbed groups such as Health, Life and Investments. See the section on Synaptic’s data for more information about how this list of product type...
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This article explains how to send research to other named users on your licence. It is possible to send research between named users on a licence. To do this find the piece of research to be sent to a named user. Use the Send button on the Menu...
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The area on the right of the software’s home page lets you search for contracts, product providers, funds, and clients. You simply click on the tab for the type of search you want to do, and then enter the text to search for. The first screenshot be...