Question
Why does the 'Portfolio Trends Report' show an outdated list of companies, even after portfolio updates?
Answer
- The 'Portfolio Trends Report' relies on data that is only available on a monthly or yearly basis.
- There is no daily dataset or table maintained specifically for "movers" (companies that are added, removed, or slow significant score changes in a portfolio.
Report Generation Workflow
- The 'Portfolio Trends Report' is designed to be generated once per month
- If a scorecard is removed from a portfolio after the report is generated, that change will not reflect until the next monthly refresh, making the report outdated in dynamic portfolio environments.
Impact on Users
- Users may observe scorecards listed in the report that are no longer present in their portfolio.
- Since the report generation is tied to a static monthly snapshot, any updates made are not accounted for in the existing report.