Use the Stock/ETF Benchmarker to compare your portfolio's performance against the SPX index for the current day.
To launch the tool in Mosaic:
- Click the New Window button
- Select Stock/ETF Benchmarker
To launch the tool in Classic TWS:
- Expand the Analytical Tools menu
- Select Stock/ETF Benchmarker.
The Benchmarker shows the contribution and weighting of individual equity positions. The portfolio performance attribution values update throughout the day.
The Stock/ETF Benchmarker calculates information for the current intraday period only. To view similar information over an historical period, please use the Portfolio Analyst.
Additional Information
- What does the Portfolio vs SPX window in the Benchmarker tool show?
- What does the Top Contributors window in the Benchmarker tool show?
- What does the Sector Contribution window in the Benchmarker tool show?
- What does the Performance Details window in the Benchmarker tool show?
- Can I filter the symbols that are shown in the Benchmarker Performance Details window?
- Why are some of the symbols in the Benchmarker Performance Details window in italics?