Understanding your score
Portfolio coverage percentage
Why unsupported assets lower analytics coverage.
Coverage is specific to each analysis. Factor, Holder IQ and insider cards may cover different sets of holdings. Read whether a percentage measures positions or eligible portfolio value.
US equity and ETF coverage depends on the security being supported and matched to usable model inputs. Options, cryptocurrency, bonds and some international holdings can appear in your portfolio without being included in an equity analysis.
A supported cryptocurrency can have price history while remaining outside the equity factor model. Price history, portfolio-return contribution and equity factor attribution are different capabilities.
Low coverage means the result describes only part of the portfolio, even when the total portfolio value is correct. Review the excluded holdings and the stated scope; do not treat an excluded exposure as zero.
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