TRAINING RESOURCES

Quick Start Guides

For Analysts

For Portfolio Managers

For Traders

User Guides by Section

Portfolio View

• Overview
• Grid View
• Summary View
• Heatmap View
• Scatter Plot View
• Managing Filters

Obligor View

• Overview
• Financial Tab
• Economic & Demographic Tabs
• Sector Tab
• Custom Views
• Charts
• Terminal Connect

Getting Started

Uploading Portfolios & Watch Lists

Searching for a Single Security

Uploading from IMGR

Uploading from RUNZ

All Section User Guides

Markets View

• Overview
• Charts
• Terminal Connect

Reports View

• Running a Report

Settings Menu

• Configuring Your Workspace

Data Coverage

• Guide to MuniRisk™ Data