Portfolio Analysis
What your book is made of, and how the model reads it.
- What it's made of: each holding's share of your book, and the largest one.
- How the model reads it: the average Alpha, trailing-year, 3-year and sector scores of what you hold, weighted by size.
- Needs review sorts holdings into Higher risk (a weak score with the trend against it), Needs watch (the trend is weakening) and Aligned.
- Portfolio vs watchlist puts the upside of what you hold beside the upside of what you watch.
Part of Core. See what Core adds