We’ve introduced Stylebox Scores for individual stocks, giving you a clearer picture of your portfolio’s allocation by size (Large, Mid, and Small-cap) and style (Value, Core, and Growth).

Where to find them:

  1. Model Portfolios: Access size and style classifications under the Summary Tab to gain deeper insights into your portfolio allocations.
Equity Stylebox Scores in Model Portfolios on Koyfin

2. Watchlist and Screener: Easily integrate size and style data into your workflow.In the column picker, navigate to the ‘Asset Specific’ section, select ‘Equity,’ and look for these fields:

  • Size Classification
  • Style Classification
Equity Stylebox Scores in Watchlist/Screener on Koyfin

Why it’s useful:

  • Easily assess portfolio composition: See how individual stocks contribute to your size and style allocations.
  • Identify imbalances and opportunities: Identify diversification gaps or overweight positions that could impact your strategy.
  • Optimize for your goals: Adjust allocations to align with your growth, stability, or risk objectives.