Investment Decision Analysis for the Stocks You Already Own
Each current holding scored against your entry price and its benchmark, with an overall score on one gauge.
Market data sources
You Know What You Bought but Not How Each Buy Has Done
WealthNX investment decision analysis scores each holding you own now against two reference points: the price you bought at and a benchmark over the same time. An overall gauge summarizes the scores of your current holdings. It reviews past choices and does not recommend trades.
What WealthNX Decision Analysis Shows
Recent Decisions, holding by holding
Each current holding appears in a list with its own score.
Measured from your entry price
Each score uses the available purchase price to measure performance since you bought.
Against the market, too
Each holding is compared with a selected benchmark over the same period.
One gauge for current holdings
An overall gauge summarizes the scores of your current holdings.
No single metric tells the whole story
A score is one input, not an investment risk analysis. Your own reasons for owning a stock still count.
Current holdings only
Scores cover what you own today. Stocks you've already sold are not scored.
Why Review Your Investment Decisions
A gain shows that a stock went up. It doesn't show whether the market went up more.
Without decision analysis
- A stock may show a gain even when its benchmark did better over the same period
- Reviewing a purchase means finding the buy price and an index chart for the same dates
- An account total can hide how each holding did on its own
With WealthNX
- Each holding is scored against its benchmark as well as its entry price
- Entry price and benchmark are lined up for each holding
- The Recent Decisions list shows each holding's score
Who Uses Decision Analysis?
Investors look back at their choices for different reasons.
Stock pickers
The list shows which picks have kept up with their benchmark and which have fallen behind.
Long-term holders
Years after a purchase, the score shows how that buy has done from its starting point. Dollar gains and losses for each holding are in the portfolio performance tracker.
Investors who measure against an index
The gauge covers individual buys. Whole-portfolio returns against the S&P 500 are in the portfolio benchmark comparison.
Questions About Your Past Buys? Ask Wealth Genie
Wealth Genie explains your scores in plain words, using your holdings and available market data. It doesn't tell you what to do next.
- Which of my holdings has the lowest decision score?
- What does my overall gauge mean?
- How has my largest holding done against its benchmark since I bought it?
- Which holdings have trailed their benchmark since I bought them?
Questions About Your Decision Scores
What does the Decision Analysis feature in WealthNX help investors understand?
The Decision Analysis feature in Wealthnx helps you review your past investment decisions and understand how they relate to your portfolio performance. Using available investment data, this portfolio analytics tool provides insights into your investment activity and its historical outcomes. It helps you look back at your decisions with greater context, making it easier to understand your investment history without relying on memory alone.
How does WealthNX Decision Analysis evaluate the performance of specific investment positions?
The Decision Analysis feature in WealthNX is designed to help you review the historical performance of individual investment positions. By examining investment activity and available return data, it aims to provide a clearer understanding of how different holdings have performed over time. This portfolio analytics approach can help you better understand past investment outcomes and their relationship to your overall portfolio performance, without recommending which investments to buy, sell, or hold.
Can Decision Analysis in WealthNX show me which investments I should review for my portfolio?
Decision Analysis in WealthNX is designed to help you understand your past investment decisions through historical portfolio analytics. By reviewing available investment activity and performance information, the feature aims to provide context on how individual holdings have performed over time. This can help you better understand your investment history and assess past outcomes. WealthNX provides analytical information without recommending whether you should buy, sell, hold, or reduce a particular investment.
How does Decision Analysis in WealthNX compare to using a simple portfolio tracker?
A traditional portfolio tracker helps you monitor your investments and their current value. Decision Analysis in WealthNX is designed to go further by helping you understand your historical investment activity and performance. Rather than focusing only on what your holdings are worth, it aims to provide additional context about past investment decisions and their outcomes. This portfolio analytics approach can help you better understand your investment history without providing recommendations on future investment decisions.
A Clear Look Back at What You Bought
See how your past investment choices performed against market benchmarks.
