In building an ETF strategy, we can refine our selection by adding filters. As part of our Xplore ETF offering, we give our users access to a number of metrics that are derived from the underlying ETF market data. These metrics enable users to filter their ETFs by a strict set of rules and to automate their own investment strategy. The inputs are grouped by Volatility, Momentum, and Technical metrics.

Users can apply up to 3 filters (factors) as standard with the core plans Beginner, Established and Xplorer. If you would like to unlock more filters you will need to augment your core plan with Xpert.

Filters operate very much like a set of criteria that must be obeyed and adhered to and they are an integral part of any investment strategy design. The more filters that are used in the design of your investment strategy, the more complex and constrained the strategy becomes. Apply filters wisely, as too many or overly strict filters could mean the bar is set too high for any ETFs to pass.

All filters chosen by a user must be satisfied - for example, if an ETF satisfies 2 out of 3 filters then it still will not be included in your strategy as it still failed to pass the test on 1 filter.