Using Portfolio Insights (Weekly List Performance Report)

Portfolio Insights Overview

Portfolio Insights is a premium feature available to Power Gauge PRO Premier subscribers. It gives you a weekly summary of how the stocks in your selected lists are performing—helping you monitor rating changes, earnings surprises, and estimate revisions without needing to check each stock manually.


What Is Portfolio Insights?

Portfolio Insights provides a high-level overview of activity across your saved lists, including:

  • A breakdown of Power Gauge Ratings
  • Weekly rating upgrades and downgrades
  • Earnings surprises and upcoming reports
  • Analyst estimate revisions

It’s designed to support a consistent portfolio review routine and help you stay ahead of key events and trends.


How to Enable Portfolio Insights

  1. Go to My ChaikinView All Lists
  2. Use the Portfolio Insights toggle in the right-hand column to turn it on for any eligible list

📘 Portfolio Insights are available for:

  • My Chaikin Lists
  • Portfolio Lists (requires a Power Portfolio subscription)
    Portfolio Insights is not available for ETF Indexes, US Equities, or Chaikin Hotlists.
📸 From the “All Lists” view under My Chaikin, use the toggles in the right-hand column to turn Portfolio Insights on or off for each list. Once enabled, insights for that list will appear in the Dashboard under the Portfolio Insights tab

How to View Portfolio Insights

Once Portfolio Insights is enabled:

  1. Click the My Chaikin tab at the top of the site
  2. While on the Dashboard, click the Portfolio Insights tab

This will open your weekly insights summary for each list you’ve enabled. New insights are typically updated every Sunday.

 

📸 Once Portfolio Insights is turned on for a list, you can view that week's insights by going to the My Chaikin Dashboard and clicking the “Portfolio Insights” tab.

What You’ll See in the Weekly Summary

Each Insights panel includes:

📊 Power Gauge Rating Summary

A visual breakdown showing how many stocks are Very Bullish, Bullish, Neutral, Bearish, or Very Bearish

🔄 Rating Changes

A list of stocks that had a Power Gauge upgrade or downgrade over the past week

📈 Earnings Activity

Shows earnings surprises (positive or negative), and which companies have reports scheduled soon

📉 Estimate Revisions

Highlights changes in analyst forecasts—either upgrades or downgrades


Portfolio Insights vs. Alerts

Portfolio Insights gives you a weekly dashboard summary, while alerts notify you of individual events as they happen.

If you prefer to review everything in one place each week—or catch up on what happened recently—Portfolio Insights is the fastest way to get up to speed.


💬 Want to Upgrade to Access Portfolio Insights?
Portfolio Insights is included with Power Gauge PRO Premier.

📞 Call our customer service team at 1-877-697-6783

We’re happy to walk you through your options and help you get set up.

Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.