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How to: Generate Factsheets That Compare Funds and Benchmarks

Written by Radient AI | Jun 27, 2023 6:16:05 PM

Watch the video:

 

Step by Step Instructions:

1. Log in to your account. If you don't have an account, create one for free.


2. Click on Funds in the top navigation, then click Securities from the dropdown menu.  

 

3. Using the search bar, type the name of the security you want to research and click the highlighted result below. 


4. At the top of the screen and click the RADiENT Factsheet button.


5. Select the dates for the benchmark.


6. Add benchmarks using the search bar.


7. Click the Generate button.



8. You will receive the Factsheet via email in under 5 minutes.