Analysis: add small, mid, large cap; value, growth; blue chip; emerging markets, etc..
in progress
N
Nine
It would be cool if you could also see the type classification of the companies and thus be shown your own investment style.
This is about the two criteria: size and style.
- Large cap
- Mid cap
- Small cap
- Value
- Blend
- Growth
For example, you could include something like this in the “Analysis” under “Further Weighting” and/or, if necessary, be selected as an additional column in the dashboard for “Securities” as an optional option.
Björn Beier
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in progress
Sorry! It's not live yet, that was the automatic internal link that already switched it over accidentally!
T
Torsten Geiss
Björn Beier Is the whole thing already live or is it going live for beta users?
E
Erwin
Hello does anyone know why the post was marked as complete? I don't think the function is finished yet, is it?
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Björn Beier
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Björn Beier
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Björn Beier
Merged in a post:
Bitte: Investment Style / Market Cap. - Matrix in x-Ray integrieren
SB
Hi dear Parqet team,
It would be super helpful and interesting if x-ray could dissolve the portfolio (stocks and ETF) in this matrix.
Then feel free to display the percentage for each cell and possibly a color depending on the height of the corresponding field.
Thank you very much, I'm already looking forward to the implementation! :)
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Björn Beier
Hey, thanks for the suggestion. What exactly are the criteria for “Value”; “Blend”, “Growth” — ideally as an example of a few specific securities? Would help us understand the benefits better
Lutz Enke
Björn Beier Small Cap, Mid Cap & Large Cap is defined the most “objectively” & in the absence of a signal, you could even read it directly from the data you already have. Perhaps that would be a start?
Björn Beier
Merged in a post:
Advanced filters in the analysis area
J
Joachim Becker
In Parqet's analysis area, filters such as countries and regions can currently be used, which provides a good overview of the geographical distribution of a portfolio. However, in order to be able to analyse diversification even more thoroughly, I suggest introducing the following additional categories as filter options:
• Share of emerging markets
• Share of small caps, mid caps, large caps
These filters help users to analyze their portfolio specifically according to market development (emerging markets) and company size (small/mid/large caps). This enables better risk assessment, well-founded decisions and supports strategic asset allocation.
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