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
- Go to My Chaikin → View All Lists
- 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.
How to View Portfolio Insights
Once Portfolio Insights is enabled:
- Click the My Chaikin tab at the top of the site
- 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.
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.