How do I create an index?

The Index Builder analysis can be used to create indices that measure self-financing investment strategy returns, as well as indices built as weighted averages of a number of series.  

There are several calculation methods to choose from – for more details please refer to this article.


If your purpose is only to scale series to start at a specific value, like 100, then the Rebase analysis should be used.

You’ll find more information on using the Rebase analysis here.