New
Overview and Analysis have a new design
Overview and Analysis now open with a plain-words statement about your portfolio. They add the signal heatmap, the correlation matrix and an Analysis with five sections.
For whom: Everyone
What is new
The Overview sums up the portfolio at the top in one statement. Below it come the history, the signal changes, the allocation, the signal heatmap and the positions.
The Analysis has five sections: Big picture, Signals, Risk, Diversification and Risk limits. Each opens with a short statement in words and a picture to go with it. The Big picture shows portfolio health and the three pillars, signals, risk and diversification, side by side. In Signals, the heatmap shows every position with its indicators. In Diversification, the matrix shows how alike two positions move: the warmer a field, the more alike.
What this means for you
The state of the portfolio comes first in one sentence, the details follow below. Overview and Analysis are available on the Free plan and on Pro. In the Risk limits section, a loss floor of your own only feeds in with Pro.
Where to find it
The pages are called Overview and Analysis and sit in the sidebar. The five sections of the Analysis are tabs at the top of the page.
This entry describes an edgio feature. It is not investment advice. Disclaimer