Elle Investments Summarizer V3.0L
GOALS: Web-Based Portfolio Management Tool
Analyster
- Create user accounts
- Assign stock coverage to analysts
- Set priorities of stock coverage
Stocks
- Upload custom stock research
- Display stock-specific data
- See all analyst decisions for each stock
Quintiles
- Set quintile weights
- Assign stocks to quintiles to determine position sizing
- Monitor deviations from target position weights