This function exists within both the Portfolio Constructor and Optimiser tools. After selecting up to 3 companies via the check boxes, and clicking the 'Compare' button, the Compare screen will be displayed.
This pop-up screen displays fundamental information for the selected companies summarised according to the 9 Golden Rules. This information is displayed side by side for easy comparison.
Different Golden Rules can be accessed by clicking on the appropriate links:
- GR1 - Golden Rule 1 - Financial Health
- GR2 - Golden Rule 2 – Past Financial Performance
- GR3 - Golden Rule 3 - Outlook and Active Risks
- SC - Strategic Comment
- 4-8 - Golden Rules 4, 5, 6, 7, 8
In order to view the 9 Golden Rule screen for any of the selected companies simply click on, “Full Research”