Peer Finder & Combined Chart
This instrument is useful for charting two groups of stocks and comparing the resulting equity curves. For the first group (orange box and equity curve), you are prompted to select a Peer Group at first (AAPL by default). This will naturally limit the investible universe to that particular stock’s Peers. You can then use the Industry, Sector and Ticker selection boxes to further refine the reference group of stocks. All of the instruments contained in the reference group will be analyzed in the tables that form the lower part of the instrument.
The second instrument group (white box and equity curve) can be manually set by you according to your comparison needs. Popular usage includes setting a Peer Group first, then charting one of the Peer Group constituents. It’s also useful to chart an ETF (or ETF mix) as a comparison.
The lower part of the instrument displays metrics of the reference group of stocks: Technical Return Contributions, Beta, Statistical Targets and Fundamentals. The second instrument group is not analyzed.
⚠️ WARNING ⚠️
Comparing very large groups of stocks will result in slow loading time for the chart. It is advisable to keep analyzed groups up to 50 stocks each.
Peer Finder & Combined Chart
This instrument is not yet available on mobile. Please access it through our Desktop interface.
The Multi Instrument Analysis tool is useful for charting two groups of stocks and comparing the resulting equity curves. For the first group (orange box and equity curve), you are prompted to select a Peer Group at first (AAPL by default). This will naturally limit the investible universe to that particular stock’s Peers. You can then use the Industry, Sector and Ticker selection boxes to further refine the reference group of stocks. All of the instruments contained in the reference group will be analyzed in the tables that form the lower part of the instrument.
The second instrument group (white box and equity curve) can be manually set by you according to your comparison needs. Popular usage includes setting a Peer Group first, then charting one of the Peer Group constituents. It’s also useful to chart an ETF (or ETF mix) as a comparison.
The lower part of the instrument displays metrics of the reference group of stocks: Technical Return Contributions, Beta, Statistical Targets and Fundamentals. The second instrument group is not analyzed.
⚠️ WARNING ⚠️
Comparing very large groups of stocks will result in slow loading time for the chart. It is advisable to keep analyzed groups up to 50 stocks each.