Aggregate

Screen guides

Open Aggregate

Roll up KPIs across a basket of symbols.

Overview

Aggregate Insights rolls many symbols up into a single time series so you can study a group instead of one ticker at a time.

  1. Pick symbols — type tickers into the Symbols box (or start from an index, watchlist or collection).
  2. Choose a field — e.g. Adjusted Close, volume, or any fundamental field.
  3. Aggregate — combine them with Sum, Average, Min, Max or Count for each date.
  4. Calculation — optionally show % change, cumulative change, difference or ratio instead of raw values.
  5. Date range — set the window, then hit Update Chart.

Tip: use Average + % Change to see how a basket of stocks moved together, regardless of price level.

Open Aggregate

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