What it's for
The Metravise Portfolio is Metravise's own live portfolio. Which stocks came in and went out, when, how it has performed and why each move was made are all shown in the open.
How to use it
- Open Portfolio → Metravise Portfolio from the side menu.
- At the top you'll see the total return next to the S&P 500 and the Nasdaq over the same period. Use the period buttons to change the range.
- The sector, positions and cash cards show how the portfolio is made up today.
- The positions list shows when each stock was added, its return and its share of the portfolio.
Good to know
- The portfolio follows clear rules: which stocks come in or go out and how large each position is are set by predefined rules, with the Quality Score at their center.
- Everything is shown as a percentage. The portfolio is not a recommendation — it's there so you can study how it's built and how it changes over time.