Can I maintain more than one portfolio?
Yes, subject to your subscription allowance. Published limits vary across plans.
Are correlation and Daily Briefing on every plan?
No. These are advanced Apex and Custom capabilities in the brochure.
What can Portfolio Intelligence help me monitor?
It brings tracked-company research together to help examine company scores, correlations, concentrations, anomalies and developments affecting the portfolio picture.
What do correlation and concentration measures tell me?
Correlation describes how observed movements relate; concentration highlights where exposure or similarities are clustered. Neither removes the need for your own risk assessment.
Can I compare category movements across my holdings?
Yes. Portfolio-level tools can help compare tracked companies and, where included, overlay category histories in the convergence tracker.
What is the purpose of Klaro Daily Briefing?
Daily Briefing brings together noteworthy research changes across tracked companies so you can review what may need attention.
How does portfolio anomaly monitoring work?
Portfolio anomaly tools apply relevant detection logic across tracked companies to surface unusual readings and changes for further investigation.
Does Klarodex rebalance or manage my investments?
No. Portfolio tools support research and monitoring; Klarodex does not automatically manage investments or provide personalised portfolio instructions.