Analysis: add small, mid, large cap; value, growth; blue chip; emerging markets, etc..
complete
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.
E
Erwin
Thanks for that TOP 👍 Since I've invested the most in ETF, I'm already happy when the analysis also works for ETF 😉
Björn Beier
marked this post as
complete
There is now an analysis by company size on the web and in the mobile app: https://faq.parqet.com/de/articles/670192-analyse-nach-unternehmensgrosse
At the moment, we are not yet using X-Ray to break up ETFs etc. here, but we are currently working to ensure that this still works accordingly! :-)
Still wanted to let you know.
Björn Beier
marked this post as
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?
This post was marked as
complete
Björn Beier
marked this post as
in progress
Björn Beier
marked this post as
open
This post was marked as
in progress
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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