Key Portfolio Analysis Tools
Every investor's first obsession is how to pick a great stock. But many overlook the impact that constructing a well diversified portfolio can have on increasing their overall returns while reducing their overall risk. Joining Stockopedia will give you access to portfolio tools that help you make the most out of your investments and give you the bird's eye view you need on your overall stock portfolio.
A Bird's Eye View over your Investments
Track Prices, News, Technical Indicators, Fundamental Red Flags and more. Stockopedia Folio are designed as the linking point to the whole of our system. As a 10,000 foot view over your investments, you will feel more on top of your market risk than ever before. Which stocks are most overextended technically? Which ones are showing deteriorating fundamentals? It's all here.
Chart your Sector Weightings vs the Market
Diversification is predominantly common sense - ensuring you buy stocks in different sectors and risk exposures. With Folio Sector Pie Charts and tables you can easily see where you are overexposed.
Know your Folio Statistics vs the Market
You may think you've been buying value stocks, but how does your portfolio PE Ratio rank against the stock market as a whole? What about the projected portfolio EPS growth or Dividend Yield? Input your transactions, Chart your Performance, Compare it against the Market. With Stockopedia, you might find you don't know your portfolio as well as you think you do!
Owning stocks that Zig when others Zag
The City Quants know that owning stocks that move in alternate directions at the same time can improve the returns of a portfolio. While such jargon as 'beta', 'covariance' and 'standard deviation' can be off-putting for the average investor, ultimately it boils down to buying stocks that zig when others zag. COMING SOON - simple tools to leave the algorithms in the background.