Methodology
Methodology
How SignalFin works under the hood — the math, the data, the limits.
Each page explains exactly what a feature measures, what data it uses, the formulas behind it, and — just as importantly — what it does not measure. If you put your portfolio data into SignalFin, you should know how it's being analyzed.
How SignalFin scores portfolio risk
Position concentration and sector concentration thresholds, formulas, and limitations.
Published8 min readData sources and refresh cadence
Where holdings, prices, and sector classifications come from, and how often they update.
Published7 min readHow SignalFin uses AI
The model behind portfolio commentary, what it does, and the guardrails we apply.
Published9 min readUpcoming earnings detection
How we surface relevant earnings dates and rank them by portfolio impact.
Published6 min readPerformance attribution
How portfolio returns are decomposed across positions, sectors, and time.
Coming soonPortfolio fit score
How a position is evaluated against the rest of your portfolio.
Coming soon