Released: See how your folio measures up against the 3D Framework

Regular portfolio housekeeping is essential when it comes to staying in control of your investments. But knowing what to look for can be just as important as looking in the first place. That's why we've been working on making it easier for you to assess your folio through the lens of the 3D Framework, the rules-based approach at the heart of Stockopedia, built on Drivers, Diversity, and Discipline.

Today, we're pleased to introduce a refreshed Analysis tab on your folio pages, designed to help you quickly see how well your portfolio aligns with the first two dimensions of the framework: the quality of your Drivers and the breadth of your Diversification.

Drivers: are you picking high-potential shares?

The Drivers dimension is all about selecting shares with strong Quality, Value, and Momentum characteristics - the three factors that make up a company's StockRank. Previously, you could see the style composition of your folio, but there was no easy way to see an aggregate view of the underlying ranks driving those styles.

The new Drivers section now shows you your folio's average StockRank alongside its Quality, Value, and Momentum sub-ranks at a glance. Below that, the bubble chart lets you visualise where your holdings sit across...