Rating Barometer
- The Rating Barometer shows users at a glance where the Sentiment and Analytical rating falls for a company on a scale of 0 to 100. Users can review the reason for Sentiment or Analytical rating by hovering over the rating on the scale.
Portfolio Dashboard
- Portfolio Dashboards leverage the power of Charliās Multidimensional AI to analyze, calculate and generate engaging dashboards that give a perspective of your portfolio at a single glance.
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- Portfolio Investment (Pi) Quadrant provides a snapshot of which quadrant a company falls into based on the Strength of Market Perception and Strength of Fundamentals.
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- Trading Analysis chart tells users at a glance the category that a stock falls into when looking at whether to buy, hold, or sell a stock within a portfolio.
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- Fair Market Value vs. Trading Price chart allows users to see the price a stock is trading at versus the calculated high and low Fair Market Value allowing users to see where the current trading price is in relation to the Fair Market Value.
Portfolio Rerun
- Scheduled Rerun allows users to schedule an automatic rerun of a portfolio on a daily, weekly or monthly basis.
- Portfolio Rerun enables users to rerun a portfolio at the click of a button to get the most up to date data and analysis for a portfolio.