Index Tracker upgrade: Types, Volatility & Fact Sheets
Finding reliable index data used to mean jumping between tabs, PDFs, and third-party tools. Now it's all in one place. The Index Tracker now shows index type, target volatility, full performance history, and downloadable fact sheets — right where you're already working.
And GrantAI picks up all of it automatically, so your recommendations are backed by real data from the first message.
1. Richer Index Data
The Index Tracker now displays significantly more data on every index — giving you a deeper view before recommending a product to a client.
What’s new
Each index now shows its Type (Bonds, Commodities, Equity or Multi-asset) and Target Volatility directly in the table. Both columns are sortable.
New filters in the sidebar let you narrow by Index Type and Target Volatility in seconds.
Click any index row to open a detailed modal — full description, annualized performance, historical chart, PDF fact sheet download, and a link to the index website.
And of course, all indexed accounts are linked — see exactly which products use each index.
2. Jump from Performance Analyzer to Index Tracker
When reviewing a Fixed Index Annuity account in the Performance Analyzer, you can now click through directly to that account’s index in the Index Tracker.
Or view index performance directly from the Performance Analyzer using the same modal window shown above.
Why it matters
No more switching tabs manually or searching for the index by name — one click takes you from the account to the full index data.
3. Richer Index Context in GrantAI
GrantAI now has access to enriched index data for every indexed account, so analysis and recommendations are more precise.
What GrantAI can now see per account
- Index launch date and age
- Annualized performance over the last 10 years
- Index type and target volatility
This context is included automatically — no extra prompting needed.
Ready to explore? Index Tracker is available on the Genius plan — view pricing or jump in and try it.
