HiddenLevers is releasing two new modules for our Investment Proposals, closing the gap between traditional portfolio analytics and our next-gen stress testing. These pages were suggested by users who wanted to terminate their Morningstar subscription and keep only HiddenLevers.
Fixed Income Analysis- For individual bond CUSIPs and fixed income funds, learn the type, term, rating, and interest rate risk.
Geographic Analysis – Map the global composition of portfolios. See the split between Domestic, Developed International, and Emerging Markets, and get a regional breakdown of holdings.