Watchlists
1.0 Concepts
Clean Up
3.0 Concepts
100

Equity is now referred to as this in the product

What is Stock?

100
Replacing the word strategic in strategies

What is long term? 

100

Simplifying star rating

What is rating?

100
It's not an investment policy it's a
What is investment style match?
200

This is the new term for unified view

What is consensus recommendation?
200

Replacing the word tactical when describing strategies

What is short term?
200

Machine opinion is replaced by

What is AI Opinion?

200

A personalization survey is now

What is Onboarding?

300

Previously known as a feature or input

What is a variable?

300

Previously referred to as a fact sheet or an info page

What is a One-Pager?

300

Paper Trading and Hedge Baskets are a part of

What is Portfolio? 
400

A transformed variable

What is a driver?

500

Used to drill down across many pages like themes and stocks

What is a Deep Dive?