This report shows the broker ratings changes for the stocks in your portfolio. You can specify the time period for the ratings changes. The default is set to the last 30 days.
If during the specified time period there were no changes in the analyst recommendations for any stock in your portfolio, that particular stock will not appear in the report.
The Change in Analyst Recommendations report includes:
- Rating
SB - Strong Buy, for ratings = 1.0
B - Buy, for ratings between 1.1 and 2.0
H - Hold, for ratings between 2.1 and 3.0
S - Sell, for ratings between 3.1 and 4.0
SS - Strong Sell, for ratings between 4.1 and 5.0
NR - No Rating
- Rating Change - describes the direction and magnitude of a change in the analyst's ratings:
+
Indicates an upgrade with the difference of 1 between the previous and current rating. For example, from 3.2 (Hold) to 2.2 (Buy).
++
Indicates an upgrade with the difference of 2 between the previous and current rating. For example, from 5 (Strong Sell) to 3 (Hold).
+++
Indicates an upgrade with the difference of 3 between the previous and current rating. For example, from 4.8 (Strong Sell) to 1.8 (Buy).
++++
Indicates an upgrade with the difference of 4 between the previous and current rating, from 5 (Strong Sell) to 1 (Strong Buy).
-
Indicates a downgrade with the difference of -1 between the previous and current rating. For example, from 2.9 (Hold) to 3.9 (Sell).
--
Indicates a downgrade with the difference of -2 between the previous and current rating. For example, from 1.5 (Buy) to 3.5 (Sell).
---
Indicates a downgrade with the difference of -3 between the previous and current rating. For example, from 1 (Strong Buy) to 4 (Sell).
----
Indicates a downgrade with the difference of -4 between the previous and current rating, from 1 (Strong Buy) to 5 (Strong Sell).
+<
Indicates an upgrade with the positive (from 0.1 to 0.9 ) difference between the previous and current rating. (For example, if the previous rating for a stock was 3.3 (Sell), and the subsequent rating is 2.5 (Hold), the difference (3.3-2.5) is a positive 0.8).
—<
Indicates a downgrade with the negative (from -0.9 to -0.1) difference between the previous and current rating. (For example, if the previous rating for a stock was 1.3 (Buy), and the subsequent rating is 2.0 (Buy), the difference (1.3-2.0) is a negative 0.7).
NEW
Denotes the initial recommendations issued by an analyst for the stock.
- Win (%) – Analyst's historical recommendation accuracy calculated as the percent of the selected analyst's buy or sell recommendations that outperformed an equal weighted industry index.
- Rating Date - date of the recommendation or a revision date.
Note: The Full Universe parameter is not available for this report. This report may not be included in your subscription.
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