Welcome to the investments page where you can build customizable reports to compare companies or groups of companies.
Creating groups for comparison
The first step is to select a company or use the filters to sort specific companies and then choose them.
- Select the desired company/companies. (If you applied filters, you can choose all filtered companies by clicking on the box next to companies.)
- Click 'Save selection.'
- Click on the expand icon on the right side of the page to view the selected group.
- Repeat the process to add as many groups as needed.
Renaming the selected groups
- You can rename the selected groups for clarity by clicking on the default head-title.
- Enter the new name.
- Click outside of the cell to rename the next group, and the changes will be saved automatically.
Creating a report
- To create a report, click 'Create report.'
- Now, you can either click on the box that appeared in the middle of the screen to add all groups with one click or drag and drop them one by one.
- Next, you will be prompted with a page where you can choose the graph, the title, and the description. Note that some graphs offer additional options for comparison.
- When ready, click 'Add chart,' and the report will be created and can be visualized.
- Now, enter the name of the report and be sure to click 'Save' to save your data.
Saved Reports
All saved reports are available on the reports page. From this page, you can add a new report or select the desired report to review, update, edit, or delete it.
If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.