Overview


The Portfolio Dashboard provides you with the ability to create multiple stock portfolios. This can be incredibly useful even if you only have one real portfolio.

By creating multiple portfolios, you're able to test different strategies, group together long vs short term positions or compare key metrics.
The Portfolio Dashboard consolidates key metrics such as the Diversification Ratio, Portfolio Beta and Intra-Portfolio Correlation to provide you with a snapshot across your portfolios.

The Dashboard provides a central location to access the Allocation tool or the Portfolio Analyzer to manage the positions in each portfolio.

Features


Logically group positions into different portfolios based on strategy, holding time or any other reason.


Compare key metrics such as the Diversification Ratio, Intra-Portfolio Correlation and Portfolio Beta across portfolios.


Provide each portfolio with a name and description. Track when positions in each portfolio were last changed.


Centrally manage multiple portfolios. Access the Allocation tool or the Portfolio Analyzer for each portfolio.

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