Industry and sensitivity to the market


(Pablo) #1

It would be good to add some stock information in a standardised way about a) the industry where the company operates and b) the sensivity to the market (beta), eg following the cyclical, defensive, sensitive classification that Morningstar follows.

See spec:

An icon showing C/D/S or similar would do.

This may help inform customers’ decisions as to how much they may be willing to invest in say, highly cyclical stocks that may underperform during recessionary periods (which we might be entering in the next few months).

But it would be very useful also for users to look at their investments and see how much they have allocated to each ‘type’, in the form of a pie chart.


(Emma) #2

That would be investment advice which I’m not sure they want/are allowed to do


(Pablo) #3

Showing a quantitative measure is not investment advice.