Investment Themes

Instructions

The new Investment Theme feature allows you to explore companies and details connected to a specific theme. You may then explore connections to the companies themselves.

To access this tool, take the following steps:

  1. Tap a financial instrument from any tool (Portfolio, Watchlist, Scanner, etc) to display mini Quote Details.

  2. Tap again to view the full Quote Details screen.

  3. Scroll down on the Quote screen and click the arrow icon on any of the 'Fundamental' widgets (like Dividends or Analyst Ratings).

    The analysis rating on the android phone

  4. This will take you to our Fundamental Explorer tool, and if the company you have selected has Themes coverage (any S&P 1500 stock), you will see a Investment Themes tab and can select it.

    The investment themes on the android phone

  5. You can then explore Investment Themes and other connections to the selected company, and even dive down in to a specific Theme by tapping Investment Theme Overview.

    The investment theme overview link on the android phone

    The investment theme overview on the android phone

  6. Populate the desired articles to View the Quote screen, View a Company Overview, or View Sources.

    The company articles quote on the android phone

 

Additional Resources