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New Feature
December 10, 2025

Institutional-Grade Factor Analysis

Our Barra USE4-style 19-factor risk model is now live, bringing hedge fund analytics to individual investors.

Factor Analysis for Everyone

We've launched our 19-factor risk model, the same methodology used by institutional investors managing trillions of dollars.

Style Factors

FactorDescription
SizeMarket capitalization exposure
ValueBook-to-price ratio tilt
Momentum11-month price momentum
QualityProfitability and stability
VolatilityHistorical price volatility
GrowthEarnings growth exposure
LeverageDebt-to-equity ratio
LiquidityTrading volume and spread

Why It Matters

Understanding your factor exposures helps you:

  • Know what's really driving your returns
  • Identify unintended portfolio tilts
  • Make informed rebalancing decisions
  • Benchmark against market exposures

    • Access factor analysis on your portfolio dashboard.