FAQs & Support

Sandbox is an interactive, highly visual, web-based app for building better investment portfolios. The visual interface helps users in the examination, substitution and improvement of existing portfolios and features several unique approaches. It’s easy to use and navigate and is a valuable tool for constructing portfolios. Sandbox doesn’t want to just provide a risk/return number; we want to provide context and visual/graphical evidence.

A free trial of Sandbox is available. Following the trial period, you can choose between additional packages that cost $70 per month for the basic product or $100 per month for Sandbox Plus, which has even more capabilities for use by accredited investors and financial managers. Ask about industry discounts as well as discounts for Multi users and white labelled product with your own admin capability. With this capability you can control user access to your site, determine which catalogues users may access and if you wish, enable communication amongst users on your site.

 

Yes. Sandbox Plus features access to Private Funds and Hedge Fund information. Contact Sandbox for additional commentary.

It’s free to register your fund with Sandbox and you can register your fund here.

Once registered you may build a fund fact sheet and review and save a draft. If you are satisfied with the draft and provide consent to publish, Sandbox will display your fund information at no cost to you. You may also load videos & presentations. You may cance/delete or change at any time.

Sandbox features Global Equities plus all the major ETFs and Mutual Funds having more than 6 months of price history as well as 600 Benchmarks. Sandbox also includes Canadian Fund information (ETFs, Mutual Funds and Hedge Funds). In addition, Sandbox Plus features 2,200 funds from Nordic Hedge. More hedge funds are being added daily.

Yes. To create graphical and user-friendly interactivity, Sandbox permits the user’s computer to access the Sandbox app. The software is not installed on the computer, but is placed in memory when the user logs on. This approach permits near-instant graphical rendering of user-defined complex portfolios and results in a faster response to “what if” queries by the user. The Sandbox goal is to build complex portfolios with custom weightings and correlations in under 2 seconds.

Yes. With Sandbox Plus you can load up to 150 monthly return histories of custom funds or internal strategies. This information is accessible and viewable only by you. Sandbox cannot access this information. You can view the Excel upload template in the MY DATA catalogue.