Percent Upside (Average Target)

A Reference Price is used when calculating the allowable order prices that can be submitted within the active Price Bands for a contract. The Reference Price may be the current Mark Price, the Close Price or a Theoretical Price that is used to create the current upper and lower limits of a Price Band.  Any order submitted with a price above or below the current Price Bands would not be accepted. Price Bands can be calculated dynamically or by using a set amount from the Reference Price. As an example, if the current Reference Price is using a Mark Price of 10.00 and the current allowable price for a sell order cannot be placed more than 18 % below 10.00, then any sell order submitted at or below 8.20 would not be accepted. If your order is not accepted due to a price that is considered too far from a Reference Price, you may try to recreate and resubmit a new order at a price within the current allowable price limits.  …

If you see an Average Price with a superscript, this means that the Average Price for the position is being calculated to a higher precision than how the product is normally quoted. This is likely due to multiple fills at different prices.

To see the full Average Price, hover your cursor over the cell and a tool tip will populate with the full Average Price…

The Rebalance page lets you manage a set of accounts for which you want the positions to follow a specific set of target allocation percentages. This Rebalance page can be used to:

• Set target allocations for a set of accounts.
• Preview the order quantities needed to achieve those target allocations…

Companies that third-party analysts forecast to have an attractive upside compared to the current price, relative to the market and/or their industry sector. The Analyst Rating pillar comprises the following sub-factors:

Consensus Rank (Average Target)…