What it's for
Every time a stock enters or leaves the Metravise Portfolio, a short rationale is published. It's generated from Metravise data with fixed rules at the moment of the move, and every number in it is Metravise data.
- Entry rationale
- The Quality Score on that date, where the stock ranked in its industry, its strongest criterion, and where the price sat in its 52-week range.
- Exit rationale
- How many days the position was held, the trade return, how the Quality Score changed from entry to exit, and the criterion that weakened most.
How to use it
- See the latest rationales in the “Entry and exit rationales” card on the Metravise Portfolio page.
- A stock's own rationale appears on the Overview tab of its page.
- On the History page, each closed position has its exit rationale underneath.
Good to know
- Rationales describe what happened; they are not recommendations.