Insight Panel Overview

The Insight Panel contains tools for researching stocks in depth. It also provides a section where context aware links can be made to external research sites. The Insight Panel can be accessed by selecting Insight on the left hand grey selector menu or by selecting All. With All selected it will appear on the right hand side of the screen. The item selected in the table or left hand panel determines what is shown in the Insight Panel.

With All selected you can collapse or expand the Insight Panel using the triangle icon in the top right, or you can click the double arrow to maximize the panel, and Premium users can pop it into a new window by clicking the diagonal arrow icon. See the screenshot below to view both of these buttons.

In order to fit a wide variety of information, the content of this panel is organized into 5 tabs, shown below. Depending on what is selected, different kinds of information will be available.

Summary

Includes an array of basic information about the company, including Morningstar grades, as well as data for Growth, Profitability, and Financial Health, and other relevant data. If a stock is loaded, it is where you go to find a link to that company’s homepage. It is also where you go to find external research links. When a portfolio is selected, it shows the portfolio allocation across sectors and equities. When a higher level item is selected (such as sector or index) it shows the top movers in the category.

EPS

Contains Sales, EPS and Cash Flow data over time. The data is displayed in both tabular and graphical forms. The graphical data also contains the price history as a background so the relationship between financial performance and price performance can be ascertained. If anything other than a stock is selected, the EPS tab will be grayed out.

Dividends

Shows the dividend history of a stock, ETF or fund in both graphical and tabular form. The graphical form also includes price history in the background. The tabs also shows upcoming dividends and statistical information such as yield, payout and coverage ratios and dividend growth over time.

Statements

This tab contains data for a selected stock like income statements, balance sheets, and cash flow statements. Statement data can quarterly, yearly or quarter vs. quarter over time. The data can displayed in $, % or % change from the previous period terms. If a stock is not loaded in the Insight panel, the Statements tab will be grayed out.

Analysts

Shows analyst data covering both ratings and estimates in a number of different categories. If anything other than a stock is selected, the Analysts tab will be greyed out.

News

Shows pertinent news for the selected ticker. The organizations providing the news feeds can be specified as well.