Getting startedwith MQ Terminal.
First steps and the vocabulary of the trade. Detailed help for each screen is in the application, once you are signed in.
Getting started
Six steps to get going.
- Step 1
Create your account
The free tier opens without a bank card, for one user. It gives access to the screener, the factsheets, the comparator and allocation building.
- Step 2
Choose a tier
Essential, Pro or Max, from the Subscription screen. The commitment is one year, paid monthly or annually. The amount including VAT is shown before you confirm anything.
- Step 3
Invite your users
Paid tiers include five users. Beyond that, each additional user is billed monthly at your tier's price.
- Step 4
Manage access
Users, security and the access log are managed from the firm area.
- Step 5
Add your clients
Create client files or import them from a file, then attach their life insurance contracts. Portfolio tracking starts with the Essential tier.
- Step 6
Find the detailed help
Every screen in the application has its own help, covering its calculations and special cases.
Glossary
The terms you will see on screen.
- Accumulation
- A share class whose income is reinvested in the fund rather than paid out.
- Annualised performance
- The performance of a period expressed as an average yearly rate.
- Backtest
- A simulation of how an allocation would have behaved in the past, built from the history of its holdings.
- Category
- A group of comparable funds, by asset class, region and style. It is the reference for the median and the quartile.
- Coverage
- The portion of an allocation's assets on which a measure is calculated. Lines with no price history are excluded.
- Direct holdings
- Shares and bonds held directly, not through a fund.
- Distribution
- A share class that pays out all or part of its income to holders.
- Euro fund
- A life insurance option whose capital is guaranteed by the insurer. It has no daily net asset value history.
- KID
- Key information document, provided before subscribing to an investment product. It sets out, among other things, its SRI and its costs.
- Look-through
- Reading an allocation through the positions of the funds it holds.
- Maximum drawdown
- The largest fall from a previous high over the period considered.
- Median
- The value that splits the funds of a category into two equal halves.
- Ongoing charges
- Charges taken each year from the assets of a share class, expressed as a percentage.
- Quartile
- A fund's position in its category, in four groups: Q1 is the best-performing quarter, Q4 the worst-performing quarter.
- Rebased to 100
- A series rescaled to 100 at its starting point, so that different paths can be compared.
- SCPI
- A French property investment company (société civile de placement immobilier), held in units, with no daily net asset value.
- Share class
- One class of units in a fund, with its own charges, currency and distribution policy, identified by its ISIN.
- Sharpe ratio
- Performance above the risk-free rate, divided by volatility.
- Spread to the median
- The difference between a fund's performance and its category median over the same period.
- SRI
- Summary risk indicator, from 1 to 7, published in the product's KID.
- Unit-linked option
- Any option in a life insurance contract other than the euro fund. Its value moves with the markets.
- Volatility
- How widely an investment's returns vary around their average, expressed on an annual basis.
No term matches. The help inside the application also covers the vocabulary of each screen.
Contact
A question about your account?
We reply within 24 hours at most.
Help for each screen, with its calculations and special cases, is available once you are signed in.
Start with the free tier
No card required. Move to a paid plan when you need one.