Financial Lens allows you to personalize your investing experience by selecting the factors that are important to you. Once these are selected, you can see how well your current positions align with these factors. Financial Lens also flags companies with certain characteristics you have identified as undesirable, like Deteriorating Profit Margin and High Volatility. Armed with this knowledge, you can choose whether or not to adjust your holdings to improve your portfolio grade.
Find out more about Financial Lens and the scoring methodology in the Financial Lens White Paper.
Financial Lens is only available to clients in Canada, Singapore, Hong Kong and Australia.