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How SignalFin works
Methodology, definitions, and practical guides. Everything you need to understand the platform — what it measures, how it calculates, and how to get the most out of it.
Methodology
How SignalFin works under the hood — the math, the data, the limits.
How SignalFin scores portfolio risk
Position concentration and sector concentration thresholds, formulas, and limitations.
Published8 min readData sources and refresh cadence
Where holdings, prices, and sector classifications come from, and how often they update.
Published7 min readHow SignalFin uses AI
The model behind portfolio commentary, what it does, and the guardrails we apply.
Published9 min readUpcoming earnings detection
How we surface relevant earnings dates and rank them by portfolio impact.
Published6 min readPerformance attribution
How portfolio returns are decomposed across positions, sectors, and time.
Coming soonPortfolio fit score
How a position is evaluated against the rest of your portfolio.
Coming soon
How-to guides
Practical walkthroughs for getting the most out of the platform.
How-to guides entries are on the way.
Guides
Skill-building deep dives on portfolio construction and analysis.
How to analyze your portfolio in 10 minutes
A practical, repeatable process for evaluating a portfolio: structure, exposure, performance, and what to do next.
Published12 min readUnderstanding portfolio risk
A clear-eyed look at the different kinds of risk in a portfolio and how they interact.
Published14 min read
Glossary
Concise definitions for the terms used inside SignalFin.
Sharpe ratio
A measure of risk-adjusted return — how much excess return a portfolio earns per unit of volatility.
Published3 min readBeta
A measure of how much a stock or portfolio moves relative to the broader market.
Published3 min readPosition concentration
The share of a portfolio held in a single equity position. A core dimension of structural risk.
Published3 min readSector concentration
The share of a portfolio invested in a single industry sector.
Published3 min readDividend yield
A stock’s annual dividend expressed as a percentage of its current price.
Published2 min readGICS (Global Industry Classification Standard)
The sector taxonomy used by S&P and MSCI to classify companies by industry.
Published3 min readDrawdown
The peak-to-trough decline of a portfolio or position over a specific period.
Published2 min readVolatility
A measure of how much an asset’s price fluctuates over time, usually expressed as standard deviation.
Published3 min readMarket capitalization
The total dollar value of a company’s outstanding shares. The standard size category for stocks.
Published2 min readExpense ratio
The annual fee charged by a fund or ETF, expressed as a percentage of assets.
Published2 min readAlpha
The return a portfolio earns above what its market exposure alone would predict.
Published3 min readCorrelation
A measure of how closely two assets move together. The foundation of diversification.
Published3 min readP/E ratio
The price-to-earnings ratio — how much investors pay for each dollar of company earnings.
Published3 min readStandard deviation
The statistical measure underneath volatility. Quantifies how spread out returns are around the average.
Published3 min readTotal return
The full return from an investment — price change plus dividends and distributions.
Published2 min read