Portfolios

The Portfolios tab provides overall information about your portfolios. Here you can add/delete/edit transactions, view current positions, and look at historical performance.

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Portfolios Tab

Watchlist (1) – Create and track your personalized list of products.

Historical performance and key performance indicators about the selected product are displayed in a chart (2), including Open, Close, High, Low, Date, and Volume, as well as 10 and 50-Week Moving Averages.

Portfolio Positions (3) allows you to view current positions in your portfolio, as well as Add Transactions with the ‘+’ icon.

Details (4) provides a general overview of the portfolio as displayed above.

Positions (5) displays an enlarged window of the Portfolio Positions (3) pane.

In Universe (6) , you can choose a “comparable universe” based on user-selected companies to determine valuation. View metrics such as return ranks for 1Y(%), 2Y(%), Historical Ret. Rank, Scenario Ret. Rank, and Model Rank.

Fundamentals (7) – Displays the company’s Balance Sheet, Cash Flow, and Income Statements.

Factor Set (8) – Provides a list of selected factors for you to choose from about the selected product. Factors include Gross Profit, Total Assets, Total Current Assets, and many more. You can then choose your Model Criteria including Starting Training Period, Testing Period, No. of Layers and Max Neuron. You can also toggle Neural Networks.

Features

This tab offers key information of your selected product.

Review product performance
l   Click Details.
l   View the Watchlist, Chart and Portfolio position of your selected portfolio.

l Click Position and the details of your products will be shown.
l To review historical performance, click Performance.

Manage your portfolio
l   Click Manage.
l   Use New/Edit tab to adjust your portfolios.

l View your product in Portfolio Item and click Add transaction to add product in your portfolios.