Analytics Settings


Portfolio


    • Values can be selected from the dropdown for the following fields: Default Period, Unify Currency to and Performance Benchmark, and Financial Ratio Benchmarks.


      • The 'Unify Currency to' field refers to which currency the stock price values in different components of the app (i.e. watchlists) should be equated to if in a different currency (i.e. from USD to AED if AED is selected as the Unify Currency).


      • The Performance Benchmark field refers to the symbol that acts as the benchmark (yardstick/ reference point) for stock performance evaluations. (i.e. Other symbols will be compared to this symbol, thus it acts as a reference point).


      • The Financial Ratio Benchmark field refers to the exchange that acts as a benchmark or reference point for ratio-based performance evaluations. (i.e. Other exchanges will be compared to this exchange, thus it acts as a reference point).


    • Click on to confirm the changes. The application will then load the portfolio details based on the values selected.