Allocations Panel

This post highlights actionList.Pro's Allocations panel and is part of the aLP Panels Tour, a series of posts published to introduce select actionList.Pro features, benefits and related use cases.

July 24, 2024 02:03:00 PM ET

PONTE VEDRA, FL --(actionList.Pro)-- The Allocations panel is based on the information included in the $actionList and #Shares panels. It presents, in conveniently sortable columns, each established position's contribution to the watchlist's overall allocation in terms of dollars (USD$) and percent (%). Stock ticker symbols that aren't paired with share quantities are also included. Their allocation metrics are updated once the relevant share counts are specified on the #Shares panel. For easy reference, stock ticker symbols in the Allocations panel are linked to their respective companies' home pages. See Image 1.

Image 1 - Allocations Panel

Each stock ticker symbol is associated with its primary industrial sector and macroeconomic sector or market, as follows:

Primary Industrial Sectors

• AGRI - Agriculture
• ATCH - Applied Technology
• BSCM - Basic Materials
• CMCL - Commercial
• FCLT - Commercial Property
• CNSM - Consumer
• DTHC - Deathcare
• DFNS - Defense Systems
• EDCN - Education
• NRGY - Energy
• FNCE - Finance
• HLTH - Healthcare
• INDU - Industrial
• STRX - Infrastructure
• LSRE - Leisure
• MDIA - Media
• RSID - Residential Property
• TECH - Technology
• TLCM - Telecom
• TXPT - Transportation
• UTIL - Utilities

Macroeconomic Sectors or Markets

• FCTR - Factor
• FNCL - Financial
• HHLD - Household
• GOVT - Government
• BSNS - Business

The sortable columns make it super easy to (1) assess how the stock ticker symbols and positions are distributed across primary industrial sectors and macroeconomic sectors or markets, and (2) rank the positions in terms of size.

Finally, the Allocations panel introduces the sum total of the positions' values as Total actionList Capital, or TaC. TaC and the the aforementioned taxonomies are applied to create reports in subsequent panels.

If you enjoyed learning about actionList.Pro's Allocations panel, consider this your invitation to register for a no-strings-attached free trial, available at: www.actionlist.pro. And don't forget to share this post with a friend! For updates and news from actionList.Pro, subscribe to the actionList.Pro RSS Feed.

About actionList.Pro

actionList.Pro™ serves as an integrated watchlist platform that positions its customers to independently monitor risk and reward attributes associated with individual stocks, or stock positions, and efficiently draw insight from across perspectives that scale from high-level capital market factors to industrial index and stock-specific price trend strength indicators. It allows for monitoring activities to take place within the context of an informational framework consisting of risk and reward related measures with the potential to drive change, and serves as an enabling technology that provides its customers with meaningful time savings while deepening their stock market insights.

Source: actionList.Pro LLC

Hashtags: #actionlistpro #stocks #stock_market #trends #watchlist #allocations

Important Note: This blog post does not contain investment advice. It is published within the scope of actionList.Pro's, Terms of Use Agreement and Privacy Policy. Its content is only current at the time of publication, and may change at any time thereafter. Past performance is not an indication of future performance. You are strongly advised to obtain qualified financial counsel prior to selecting a course of action related to your finances.