Instruments Insights

This guide helps you understand why each insight is good to know and how it helps you analyze your portfolio

Your instrument’s comparative performance    

This highlights whether this instrument has out or underperformed the benchmark.

Your instrument’s volatility impact    

This highlights the instrument’s risk in comparison to the benchmark.


Your instrument’s overall exposure    

This highlights how much of your portfolio’s exposure is allocated to one instrument.

 

Your instrument’s largest single day gain and loss

When considering allocations or strategies, you should be mindful of these large single day swings.

Your instrument’s price vs its 52 wk range    

This gives you an overview of how investor sentiment is positioned and highlights if the instrument may soon exhibit new trading patterns. e.g., if price activity is near the top, prices could breakout higher or retreat and vice versa if price activity is near the bottom.A screen shot of a graph

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