v3.48: Stylebox Scores for Individual Stocks

Koyfin -

We’ve introduced Stylebox Scores for individual stocks, giving you a clearer picture of your portfolio’s allocation by size (Large, Mid, and Small-cap) and style (Value, Core, and Growth).

Where to find them:

  1. Model Portfolios: Access size and style classifications under the Summary Tab to gain deeper insights into your portfolio allocations.

2. Watchlist, Screener, Client Portfolios: Easily integrate size and style data into your workflow. In the column picker, located in the toolbar above the table, navigate to the ‘Asset Specific’ section, select ‘Equity,’ and look for these fields:

  • Size Classification
  • Style Classification

Why it’s useful:

  • Easily assess portfolio composition: See how individual stocks contribute to your size and style allocations.
  • Identify imbalances and opportunities: Identify diversification gaps or overweight positions that could impact your strategy.
  • Optimize for your goals: Adjust allocations to align with your growth, stability, or risk objectives.