A complete guide on using Boosted Insights - Watchlists.
The Watchlists feature lets you monitor stock insights across multiple strategies; you can have up to four strategies active at once. Strategies will provide a Recommendation, Stock Rating, Risk, and Reward for each stock. Keep in mind, if a stock is not a part of a strategy’s universe, you will not receive insights into it.
Table of Content
How to Create a Watchlist?
If your Watchlists page does not look like the version above, you are likely enrolled in an earlier version of the feature. Click here to scroll down to see how to use Watchlists V1.
A strategy provides four metrics for each stock to help you quickly evaluate a stock's investment quality.
- Recommendation - The machine provides a Buy, Sell, or Hold (Neutral) recommendation for every stock based on learned patterns, Barra risk factors, market conditions, and AI accuracy. To learn more about Boosted.ai Recommendation Engine, see here.
- Rating - Stocks are assigned a 0-5 Star Rating based on their investment quality relative to all of the other stocks within a strategy's universe. 5-Star stocks are the highest-quality stocks in the universe, while 1-Star stocks are the lowest-quality stocks. Keep in mind, ratings are based on data that the machine previously trained on, which may not always reflect current market conditions. To learn more about Boosted.ai Ratings, see here.
- Risk - Risk is a measure of how likely a stock can achieve its predicted excess return (Reward) and is given a label of Very High, High, Average, Low, and Very Low. Here's an article to learn more about Boosted.ai Risk and Reward.
- Reward - Reward is a measure of how much excess return a stock is expected to have relative to the strategy's benchmark and is given a label of Very High, High, Average, Low, and Very Low. Here's an article to learn more about Boosted.ai Risk and Reward.
How to Create a Watchlist V1?
If you have Watchlists V1, we will update you when we turn on the new version for you.