TABLE OF CONTENTS


Launching Pool Selector

Clicking the plus icon opens the Pool Selector, which is organized primarily along product lines. Asset classes are separated within each product section, and we've also helpfully broken out your saved pools for easy access. The search feature helps locate pools quickly.


Choosing a Single Pool within a Product Line

In the tab corresponding to your desired asset class, select a single pool and click Apply
Note: if you want to ensure that you stay on your current page, your must de-select your previous pool (either via the checkbox or by clicking Clear All). 


Saving Pools (With or Without Filters)

You can save your most commonly used datasets (with or without applied filter) for easier access in the Pool Selector, or via the "Save pool & filter configuration" button. If you do not wish to save any applied filters alongside your applied datasets, simply clear the filters before saving. 

Applying Saved Pools

Any pools that you create and save can be accessed from the Saved Pools section. 


Pool Compare

Comparing custom pools to one another is easier than ever with the Pool Selector. Ever wanted to compare a shelf to another? Pool Compare lets you group shelves, platforms, or deals into custom pools and compare them side by side.