Fund analysisand allocations.

MQ Terminal is a tool for finance professionals to rank the funds in a category, compare their share classes, build allocations and monitor their clients' contracts.

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Funds

Rank the funds in a category.

Performance, fees, volatility and SRI, share class by share class. The category's rank, quartile and median are recalculated with every filter.

Screener, fund pages and comparison on the free tier.

Allocations

Build your allocations and measure them.

Funds, listed securities, euro funds, SCPIs and cash in one allocation. Risk, backtest, optimisation and PDF report. Each indicator states the share of assets it is calculated on.

Building allocations is free. Models, backtest and optimisation from the Essential plan.

Clients and portfolios

Monitor your clients' contracts.

Client records, life insurance contracts, valuation and contributions. Positions imported from a CSV or Excel file. An alert when one of your clients' holdings changes.

25 tracked portfolios on Essential, 150 on Pro, unlimited on Max.

MQ Community

Publish your allocations and follow your peers'.

MQ measures the performance of a published allocation from its publication date. You can follow it, reuse it in your models and ask its author a question.

For ORIAS-registered professionals, from the Essential plan.

News

News on your holdings, on one screen.

Regulated filings from the companies you hold, AMF and ESMA news, ECB releases and public statistics, in a single feed.

Open on the free tier.

Illustration · fictional clients, firms and values

Share classes

Each share class of a fund is analysed on its own.

A fund can have an accumulation class, a distribution class and an institutional class. Their fees differ, and so does their performance. MQ Terminal shows each share class with its own figures.

Aurelia Actions Europe · 3 share classes, one portfolio3-year net performance · 1 cell = 1 point

I share · institutional Selected

FR0000000021 · fees 0.68% · €100,000 minimum

+34.2%

C share · accumulation

FR0000000001 · fees 1.72%

+30.1%

−4.1 points of fees against the I share

D share · distribution

FR0000000011 · fees 1.72%

+21.4%

−8.7 points of distributed coupons and −4.1 points of fees against the I share

Share class performanceGap due to feesGap due to distributed coupons

Over 3 years, 12.8 points separate the D share from the I share: 4.1 points of fees, and the rest is the coupons the D share paid out.

Fictional values.

Indicators

The median and quartiles follow your filters.

When you filter a category, the median, the quartiles and each fund's rank are recalculated on the funds that remain. Tick a filter to see it.

240 funds retained

Median of retained fundsmedian(3-year performance)

Aurelia's gap to the medianperformance − median

Aurelia's rankranking by performance

Aurelia's quartileQ = ⌈4 × rank / number of funds⌉

The filters change on their own until you tick one. Fictional funds and values.

Start with the free tier

No card required. Move to a paid plan when you need one.

Create your account See pricing

Free tier

Screener, fund pages and comparison
Allocation building
News feed

From the Essential plan

Models, backtest and optimisation
PDF report
Client and contract monitoring
MQ Community