Would be very helpful to see Morningstar like Portfolio view
PD
Prashant Doshi09 декабря 25 г. | Опубликовано в Улучшения Платформы
1. Ability to drill-down by asset class
2. Sector/Region/Country exposure
3. Stock style map
4. Portfolio value & growth measures - P/E, P/B, Div Yield, etc
5. Factor profile [Style, Yield, Momentum, Quality, Volatility, Liquidity, Size]
See attached image from morningstar.com showing portfolio analysis for GRID ETF
https://www.morningstar.com/etfs/xnas/grid/portfolio
1 комментарий
1 ответ
Сортировать по
Самые старые
DS
Dmitry Shevchenko10 декабря 25 г.
Hey Prashant, interesting request! Quick question - what's your main use case for this? Since Morningstar already has it, I'm curious what would make having it in PortfoliosLab better for your workflow.
PD
Prashant Doshi
-3 мес.
Hi Dimitry,
I would like to manage my portfolio in one place …
Would consider paying a bit extra to your service if needed.
If you have the underlying data, this would be a nice addition
Thx
Категория
Улучшения Платформы
Просмотры
59