Classify Sector and Industry for Stocks

Clients may use the Exceptions list to define Sector and Industry for stocks that appear as Unclassified or to assign a different Sector/Industry based on user preference on your portfolio analytics reports.  Changes cannot be made Stock’s S&P or Russell classifications.

1.      Open the Exceptions dialog by selecting Tools > Exceptions from any Telemet Orion window

2.      To assign an Industry to a stock enter the stock symbol in the Symbol field, select Sector from the Sector list and then select Industry from the Industry list

3.      Hit Enter on your keyboard or click on the Append button to add Symbol to the Exceptions list

4.      Save changes to the Exceptions list and close the dialog by clicking on the Ok button

To Remove Symbol from the Exceptions list and restore the default Telemet classification highlight the Symbol line by clicking on it and then click on the Remove Line button.