Financial Lens helps you evaluate your portfolio based on selected financial factors so you can make adjustments and invest in companies whose financial outlook coincides with your own. Choose the factors and flags - like Dividend Payouts and Deteriorating Profit Margin - that are important to you. Then let Financial Lens analyze and grade your portfolio based on how your positions align with these selections.
Specifically, you can see:
- How well each individual investment aligns with your financial goals.
- How each Financial Factor you tagged as being important to you fared in your portfolio and how individual companies contributed to that value grade.
- How many and which companies were flagged for the characteristics you prefer to avoid.
- What percentage of your portfolio has data used to calculate your Portfolio grade.
By viewing companies through a Financial Lens of your own design, you can clearly see whether their financial values align with yours. You can modify your goals and preferences at any time.
Financial Lens is only available to clients in Canada, Singapore, Hong Kong and Australia.