From the Performance Report Criteria Screen, click on one of the indexes at the bottom right of the screen.

Indexes Lookup Overview

This screen shows you only the indexes you have selected to track from the Index Selection Screen. Since Advisors Assistant will allow for the tracking of indexes through Sungard from a list of over 280 indexes, you would normally only track a handful.  This list presents those indexes.

Tracking Indexes

Entering index values every day can be tedious and time consuming.  Client Marketing Systems, Inc. in partnership with Sungard Data, provides an index value and price download service.  This is an optional service.

See Also

Index

Sungard Pricing Service

Index Selection

Performance Report Criteria