iQUANT Members Portal

User Guide

Welcome to the iQUANT Members Portal! This guide is designed to help you quickly understand the portal’s layout and how to access the various tools and resources available to you.

Table of Contents

1. Overview

2. Navigation Menu

3. Portal Sections

4. Model Selections

5. Sector and Style Box Rankings

6. Advisor Tools

7. Instructional Videos

8. Performance Reports

9. Papers & Presentations

10. Tips for Optimal Use

11. Getting Help

1. Overview

The iQUANT Members Portal is your one-stop hub for accessing investment tools, performance reports, research documents, and educational videos. The portal is designed for ease of use and is fully responsive, ensuring a seamless experience whether you’re on a desktop, tablet, or smartphone.

2. Navigation Menu

At the top of every page, you will find the navigation menu. The menu contains links to the major sections of the portal:

Home: Takes you back to the main welcome screen.

Model Selections: Lets you see all iQUANT current model selections.

Sector and Style Box Rankings: Shows monthly rankings for domestic sectors and style boxes.

Advisor Tools: Access tools for model selection, portfolio building, and backtesting technical indicators.

Videos: Visit the video library for step-by-step guides and helpful insights.

Performance Reports: View the latest updates on performance.

Papers & Presentations: Browse brochures, white papers, and presentation materials.

Simply click on any menu item to scroll directly to that section.

3. Portal Sections

Model Selections

• Description:
  Your model selections are emailed the night before the first trading day of each month. Every model is included - even if unchanged - to help manage report volume.

• How to Use:
  Click the "Current Model Selections" button to view the latest selections. If you cannot trade a selected stock or ETF, email info@iquant.pro for alternative picks. Always check trading volume before trading a stock.

Sector and Style Box Rankings

• Description:
  This section provides monthly rankings for domestic sectors and equity style boxes.

• How to Use:
  Use the buttons to view either Monthly Sector Rankings or Monthly Style Box Rankings for a quick snapshot of current rankings.

Advisor Tools

• Description:
  A collection of tools designed to support your trading decisions and portfolio management.

• How to Use:
  The tools are grouped into three categories:

• Portfolio Building Tools:

• Portfolio Optimizer (build beautiful portfolios)

• Portfolio Allocation Tool (see portfolio selections)

• Risk Assessment Questionnaire

• Technical Indicator Tools:

• Sector Technical Indicator Backtester

• Style Box Technical Indicator Backtester

• Asset Class Technical Indicator Backtester

• Model Matching Tools:

• Model Finder (see all iQ models)

• Model Match (Correlation Finder)

• Find Your Investment Strategy

Click on any tool to open it in a new tab and start exploring.

Instructional Videos

• Description:
  Take a deep dive with our library of instructional videos.

• How to Use:
  Click "Visit iQUANT's Video Library" to watch videos that explain the tools used by successful iQUANT members.

Performance Reports

• Description:
  Monitor model performance with up-to-date reports.

• How to Use:
  Click the "Weekly Performance Report" button to view the latest report, which provides an overview of recent model, model constituent, and benchmark index performance metrics.

Papers & Presentations

• Description:
  Access a collection of white papers, brochures, and presentations that provide in-depth insights to iQUANT, and key industry-related topics.

• How to Use:
  Select any document button (such as iQUANT Brochure, Summary of iQUANT Investment Models, etc.) to open the resource in a new tab.

4. Tips for Optimal Use

• Keep the Portal Open - but refresh for updates:
  When you open any resource, it launches in a new tab, so you can always return to the portal without losing your place.

• Regular Updates:
  Check the portal frequently for updated reports, new tools, and the latest market research.

• Responsive Design:
  The portal is designed to work on any device. For the best experience, use it on a desktop or tablet when performing detailed analysis.

• Browser Settings:
  If you experience issues with popups, ensure that your browser allows popups from this site.

5. Getting Help

If you have any questions or need further assistance with the portal, please reach out to our support team at:

• Phone: 916-751-1014

• Email: info@iquant.pro

Make the most of your time on the iQUANT Members Portal and use the tools provided to improve your investment portfolios.