What's New in Market-Q?

We are pleased to announce a new release of Market-Q, Interactive Data’s browser-based system offering workflow solutions for the Wealth Management and Active Trader community. Market-Q is designed to offer an integrated workflow solution for financial professionals, anywhere at any time.

Major enhancements in this new version of Market-Q are listed below. More Specific details on each one of these items are included in Section 3 of these Release Notes.

New Features

§  Watch List Enhancement – Linked Watch Lists and Position management

Users will have the ability to link watch lists to a file (.csv or .txt) residing on the local machine or a network accessible drive.

This linking capability provides a simple integration point for users to access watch lists maintained outside of the Market-Q platform.  Such lists can be manipulated using other systems and changes are reflected within Market-Q by refreshing the information.

Users now also have the ability to input positions via the new linked watch list functionality.  Positions management allows a user to input lists, accounts or books of business of which specify position information including but not limited to the security, the quantity held, average purchase/sale price, commission fees, etc.

 

§  Portfolio Analysis

The new Portfolio Analysis component provides users the ability to perform multi-factor analysis across and within portfolios of positions.  New visualizations allow users to see portfolios in aggregate or grouped by various factors (Sector, Industry, Asset Class, etc), and drill down into the individual holding.

This tool provides a new perspective on looking at client investments by creating a workflow to easily identify outliers.  Users can perform analysis, research and ultimately drill down to the information necessary to help make efficient decisions.

(Contact your Interactive Data sales manager or account manager for access to this feature)

 

§  Econoday Market Calendars

Interactive Data and Econoday have teamed up to offer the Econoday calendar of macro-economic events directly within Market-Q’s fully customizable framework.

(Contact your Interactive Data sales manager or account manager for access to this feature)

 

§  Fundamental Data Enhancements

Market-Q offers additional set of forward looking estimates via Fundamental Data component as well as within the Detailed Quote and Watch List components.  These data points are also available via Market-Q’s Excel Add-in.  (Subscription to S&P’s Capital IQ Data is necessary)

(Contact your Interactive Data sales manager or account manager for access to this feature)

 

§  News Filter Enhancements

Users now have the ability to more specifically filter news headline streams.  The news filter allows a user to select one, many or all sources to filter.  Previous versions of Market-Q only offered the ability to choose one or all services.  This update will help end users more easily see the headlines of that are of interest and importance to them.

Fixes

§Gain/loss calculations when dividends are set to reinvest have been adjusted.

§  Several chart and chart study issues and exceptions addressed.

§  Tabbed widget default setting has been adjusted.

§  Other minor fixes.