illio – Insight Widget

The Illio Insight Widget is the first screen that the investor sees when opening the Discover Tool and selecting Illio. The Insight Widget page shows the 10 highest and lowest companies based on different criteria and allows the investor to see what matters most about each company in an easy to view environment. The investor can choose between data in four categories:

• Performance,
• Risk,
• Technicals, and
• Fundamental

The investor can also select Trade Ideas based on the One week, One month, or three months RSI or Relative Strength Index.

The investor can sort through each category by clicking on the arrow and choosing the data point they want to see results for.

What data is available in the illio Insights Widget?

The data choices available in the Illio Insights Widget Performance category are:

• Largest Market Out and Under Performers,
• Total One Year Return,
• Potential Breakouts,
• Potential Breakdowns, and
• Largest Price Movers

In the Risk category the investor can chose from:

• Upside Impact (Beta),
• Downside Impact (Beta),
• Risk-Return,
• One Year Volatility,
• Average Daily Move, and
• Correlation

In the Technical category the investor can choose from:

• Overbought and Oversold,
• RSI Win Probability,
• RSI Win Price Change,
• RSI Loss Probability, and
• RSI Loss Price Change

And finally in the Fundamental category the investor can see

• Dividend Yield,
• Price to Book Value,
• Price to Earnings Current,
• Earnings per share – current,
• Price to earnings – projected,
• Earnings per share – projected.

The Insight Widget displays the results of each choice clearly with each company’s name and the data results displayed in the widget.  Clicking on any individual stock widget will bring up the Insight Dashboard. For more information on the Insight Dashboard please see the corresponding lesson.

The investor can use the search bar at the top right of the page to bring up the Insights Dashboard for a particular company.

Clicking on the “See full table” button and create custom tables using any or all the available data categories. All the data columns per category will be displayed when you click on them.

The investor can click on All and Select Columns to select any data columns that they would like displayed from the Choose Column from area. For example, choose: Dividend Yield from the Fundamentals area, Largest Price Moves – One Month from the Performance area, Risk-Return from the Risk area, and Overbought and Oversold from the Technicals area. Click the arrow pointing toward the Selected Columns, click save preferences, and they will be added.

A customized table is a great way for the investor to organize the information most important to them in an easy to view environment.