Insight settings and the transparency panel

Portfolio 360 Settings controls the posture of the analysis. Set it conservative and the suggestions lean toward risk reduction, hedging and position sizing. Set it aggressive and you'll see more opportunistic ideas and tighter tactical windows.

The transparency panel

Every insight can be expanded to show what fed it: which holdings, which data sources, which time window and which signals. If you don't trust a conclusion, open the panel and check the inputs before acting on it.

The Learn library

The Learn section inside Portfolio 360 is personalised: if your book is concentrated in one sector or heavy in options, the explainers surfaced first are the ones that match that situation.