From fund selectionto client monitoring.
MQ Terminal covers an advisory firm's work from end to end: ranking and comparing funds, building allocations, monitoring your clients' contracts, exchanging with your peers and following the news on the funds and securities you hold.
Funds
Rank, compare and read every fund, share class by share class.
- Screener and rankingsFilter a category on performance, fees, volatility or SRI, and sort on any column.
- Calculated indicatorsPerformance by period, volatility, Sharpe ratio, maximum drawdown, rank and quartile within the category, recalculated for your filters.
- Factsheets and comparisonTrajectory rebased to 100, actual fees, holdings, rating and documents for each share class, and several share classes compared side by side.
- Individual securitiesEuropean equities with their prices, bonds and structured products with their terms.
- PDF factsheetThe factsheet or comparison for a fund, ready to hand to your client.
Access · Screener, factsheets and comparison on the free tier. Full data, documents and PDF from the Essential plan.
Allocations
Build an allocation, measure it and optimise it.
- CompositionFunds, individual securities, euro funds, SCPIs and cash in a single allocation. Each indicator states the share of assets it is calculated on.
- Risk and look-throughEach line's contribution to risk, look-through of fund holdings, overlap of holdings between two funds.
- BacktestAnnualised return, IRR and how the allocation behaved during past crises.
- OptimisationA risk-balanced allocation under volatility and drawdown constraints. In Pro: hierarchical risk parity, maximum return, the firm's own views and percentile projections.
- Models and versionsYour reusable models, each version kept with the figures of its day and the name of the adviser who approved it.
- PDF reportThe allocation and its indicators in a document to hand over.
Access · Composition is free, up to 200 allocations. Models, backtest, optimisation and report from the Essential plan.
Clients and portfolios
Follow your clients' contracts day by day.
- Client recordsCreated by hand or imported from a file.
- Life insurance contractsValuation, dated payments, withdrawals and switches, holdings imported from a CSV or Excel file.
- Funds on the contractThe funds listed on the contract, their fees, and a suggested replacement.
- Drift and alertsDeviation from the model, a notification when a fund changes, and a daily summary.
- DocumentsPortfolio report and client meeting report as PDF.
Access · 25 tracked portfolios in Essential, 150 in Pro, unlimited in Max.
MQ Community
Publish your allocations and follow your peers' allocations.
- PublishingMQ measures a published allocation's performance from its publication date. Nobody can change it afterwards. Performance is shown after three months of measurement.
- LibraryPublished allocations, their versions and their results, with filters.
- FollowingFollow an allocation and copy it into your models.
- Questions and notesAsk the author a question, read their notes in the feed, see how many followers each firm has.
- Public linkA link anyone can open without an account, showing the asset classes and their weights, to share.
Access · For professionals registered with ORIAS, from the Essential plan.
News
News on the funds and securities you hold, on one screen.
- On your holdingsAt the top of the screen, the publications that concern your clients' securities and funds.
- One shared feedAMF and ESMA news, ECB press releases and public statistics.
- On every factsheetEvery document the issuer has filed on info-financiere.gouv.fr, across its full history.
- Market tickerA scrolling ticker at the top of the application, from the Essential plan.
Access · The feed is open on the free tier.
Start with the free tier
No card required. Move to a paid plan when you need one.