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Insights

Time series data, metric types and advanced analysis and comparison settings.

Quantitative insights tools

An overview of the Insights tools and what each one helps you learn.

Time series data and metric types

Learn about the data used for the metrics calculations and how we categorise the various metrics.

The metrics we use

Learn how the metrics used across the platform are defined and calculated.

Quick Insights

How to quickly rank a whole category of assets, or look up a single asset or portfolio.

Analysing an asset or portfolio

How to produce a full report on one asset or portfolio—its returns, risk and rolling metrics.

Comparing assets and portfolios

How to put several assets or portfolios side by side and see how they compare.

Understanding the scatterplot

Learn how to read the scatterplot and what its position and bubble size tell you.

Understanding rolling metrics

Learn what a rolling metric is and how to read a metric's movement over time.

Analysis and comparison advanced settings

Learn what each advanced setting does and when to change it.

Insights tips

Tips for getting the most from Insights—choosing a tool, setting it up, and reading the charts.