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Getting Started

InvestLens is a practical investment analytics platform for quickly generating ideas, building portfolios, and analyzing results.

1. Log in

  • Open the InvestLens app: https://app.investlens.ca/
  • Sign in with your username and password.
  • You will be welcomed with our Universe Screener module that allows you to screen the universe of Canadian and American stocks and ETFs.

Universe Screener

2. Generate your first ideas

  • Generate Ideas by Profile, Theme, or Custom slicing.
  • Set your preferences (for example: asset type, country, and position count).
  • Click Create Ideas to create a ranked list of candidates
  • Click Save to keep the ideas for later under My Ideas tab.

Candidate Ideas

3. Create your first portfolio

  • Select an idea in My Ideas, then click New Portfolio.

My Ideas

  • Name it (e.g., Test Portfolio).
  • For each asset, select min and max weights that you would like to allocate to it. If not sure, leave them blank.
  • Press Create Portfolio button.

New portfolio

4. Run an analysis

Under My Portfolios tab, select a portfolio of interest;

Portfolios

experiment with the following choices:

Perf Report Portfolio

Style Analysis

Markowitz Analysis

5. Share

  • Open your portfolio.
  • Click Share.
  • Set your display view, recipient's email, and share expiration date.
  • Press Send invite button.

Share

Congratulations! You have generated your first idea, converted it into a portfolio, explored its optimal asset allocation, and reviewed performance using both statistical analysis and backtesting.