Note: For the Portfolio Tear Sheets Tab to display, your portfolio must:
It should not be monitoring only; otherwise, the "Tear Sheet" tab will be hidden. (To turn it off, go to portfolio settings and uncheck monitoring only).
Have at least one company with a number of shares bigger than 0.
The number of holdings in the portfolio is less than or equal to 100.
Use the tear sheet to evaluate your portfolio against the S&P 500, examining metrics like Beta, Sharpe Ratio, and Value at Risk alongside historical drawdowns.
This analysis can reveal if your stocks are more volatile, have worse drawdowns, or have underperformed compared to the S&P 500, indicating a potential need to adjust your investment strategy. Alternatively, you may accept the risks without making changes.
To view, click the 'Tear Sheet' tab.
The Tear Sheet will open and should display similarly to the figure below:
Tear Sheet Key Facts and Limitations
All statistics and historical returns are based only on the current portfolio holdings, regardless of past transactions or rebalancing settings.
The stock limits prices and statistics history with the shortest price history.
Suppose a stock's price history is unavailable (e.g., when Scrab receives an unrecognizable ticker through Brokerage Integration). In that case, that company will be excluded, and the Tear Sheet will be generated using the price history from the rest of the stocks in the portfolio.