risksnap-icon

Equities and Futures

Select a RiskSnap preset or a saved portfolio to view descriptive information about its securities. Save a set here for easy price viewing or to open in Correlations. Enter actual holdings in Portfolio Analytics.

Loads the same symbol groups used on the Correlations page.
Saved portfolios from this browser appear here automatically.
You can also enter or edit Yahoo symbols directly.
Ready.
Open in Portfolio Analytics
Saves the symbols above with 1 unit each and book cost 0. For actual portfolio calculations, enter your holdings, costs and futures agreed prices in Portfolio Analytics. Saved sets stay in this browser.
Columns
Drag a header edge to resize. Use Columns to hide or show fields.
Code Chart External
News		 Exchange Ccy EOD
USD		 Current Value
Local / USD		 Change $
USD		 Daily
Move		 σ
Move		 Mkt Cap /
Net Assets		 P/E Fwd P/E Div Yield Beta Description Type Sector Industry / Category Country
Choose a preset or saved portfolio, then load the securities.

Market Cap / Net Assets: Market capitalization is shown for operating companies; fund net assets are shown for ETFs/funds when Yahoo supplies them.

P/E: An ETF may have no Yahoo P/E even though its underlying holdings have earnings. Missing values are shown as N/A rather than inferred.

Sector, industry, fund category, P/E and beta depend on what Yahoo makes available for each security.

Daily Move: (Current Value USD − EOD USD) ÷ EOD USD; Change $ is the USD price difference per share or underlying unit. EOD uses the same completed market date as Portfolio Analytics; hover over its price to see the date.

σ Move: (last completed trading-day return − average of the preceding 25 daily returns) ÷ sample standard deviation of those 25 returns, using the security’s quoted currency and simple price returns. This uses daily volatility, not annual volatility. For example, a −1.70% return, a +0.10% prior average and 1.25% daily volatility give (−1.70% − 0.10%) ÷ 1.25% = −1.44σ. Unlike Daily Move, this is a completed-day local-currency measure, not a live USD move. Moves with |σ| of at least 2.5 are highlighted as unusual. RiskSnap performs this calculation; the news links open external Google News searches in a separate tab and do not republish article content. For an unusual move, News around move searches around that trading date. This calculation is independent of the Correlation Lens and portfolio analytics.