Trendrating Unveils ‘Portfolio Momentum Rating’ for Aggregated Portfolio Analysis

The new capability enables fund managers to rate their portfolio by momentum to indetify underperforming stocks and ETFs.


The Momentum platform consumes closing prices and volume data for global equities, exchange-traded funds and country and sector indexes, and runs the data through a proprietary Smart Momentum Model, which is designed to spot trends early and to eliminate short-term fluctuations in volatility. The model then attributes ratings─from A to D─based on whether the stock is moving up or down. This offers a complete way to measure the aggregated momentum exposure for whole portfolios, baskets of stocks,

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