The next main section is Analysis. It’s further divided into three categories.
We’ll be starting with the Key Talking Points. As you can see from the image, we cover the positive, negative, and neutral points in this. For each point, if you want more details about a particular Key Point (say low tracking error), just click on that point and details will appear like this:
Next in this section is Equity Insights
If you are analyzing an equity fund, equity insights are crucial. They are further divided into 3 sections: Style analysis, Red flags in stocks, and Detailed equity insights.
Style analysis provides sharpely value, momentum, quality, and QVM score. These scores are calculated based on the proprietary algorithm of sharpely. They give you insight into which kinds of stocks are picked by the fund manager.
Equity insights in ETFs also list all the red-flag stocks that the fund has invested in. We cover several red flags, like
You can find all the holdings of the ETFs along with their weight in this section.
The last sub-section in this category is Debt Insights
That’s it for this article. In the next article, we’ll cover the ‘Performance’ section.