This guide helps you understand why each insight is good to know and how it helps you analyze your portfolio
Your largest exposure position
Looking at your largest position in your portfolio, helps you understand the potential daily P&L impact from owning that position.
Your largest asset class’s volatility
Looking at the volatility of your largest asset class compared against the overall portfolio, helps you understand how this allocation is likely to affect future movements in your portfolio value.
Your most volatile asset class
Looking at the most volatile asset class compared against the overall portfolio, helps you understand how this allocation is likely to affect future movements in your portfolio value.
Your portfolio volatility
Understanding how your current portfolio volatility compares to its historical portfolio volatility helps you see how your risk may have changed over time.
Your most volatile large position
Looking at the most volatile of the largest positions in your portfolio, helps you understand the potential daily P&L impact from owning that position.