New Features: Lever Trends, Scenario Assumptions, and More

Take a look at some of the latest features at HiddenLevers if you haven’t already:

• Scenario Analysis now provides a % change estimate, rather than a simple directional trend. Many of you asked for this improvement, so here it is!
• Scenario Analysis now also provides top stocks and industries that stand to benefit from the scenario. You can also drill deeper to find long and short ideas for each scenario
• You can now change the assumptions for both how a Scenario will play out (e.g. how much oil might go up/down) and how much it will affect each stock in your portfolio (e.g. the sensitivity of AMR to oil)
  
• The Levers page now captures trend information, so you can glance at one place and see how many different indicators are trending.
  

Let us know what you think of the new features, as your feedback helps us drive our updates.

User-Created Scenarios Are Here! And FB Connect…

We recently released an update to HiddenLevers which enables you to login via your Facebook account. You can then edit and save portfolios, and more importantly, you can now create your own custom macro risk scenarios.

You can create a scenario and use it to model against your own portfolio, and you can also choose to make the scenario public so that others can see your view of future events. We’re going to add the capability to comment and vote on user-submitted scenarios soon, so that popular scenarios are given the most recognition.

With these initial features, HiddenLevers has started to roll out its initial social components. There’s much more to come on that front, stay tuned.

Free Financial Planning / Feedback Sessions

HiddenLevers’ team will be conducting a limited number of free financial planning sessions for individual investors over the next month. Let us put our years of experience managing multi-million dollar portfolios and managing risk for major financial institutions to work for you.

You’ll get one hour of our time to assist you in formulating or improving your financial plan, and in return we will ask you a few questions about our product and how we can improve HiddenLevers to better meet your portfolio planning needs.

If you’re interested, please email us at info@hiddenlevers.com with the following information:

• Your name and phone number
• A brief summary of your current financial situation
• A brief summary of your investment portfolio
• Your financial goals

Please email us no later than Jan. 31 2010 to participate. If you’re selected, we will contact you to schedule a one-hour time slot for the phone session.

HiddenLevers Beta Is Live!

HiddenLevers.com is proud to announce its first beta release with loads of new features:

• Twelve scenarios covering a wide variety of macro-economic and geopolitical outcomes are now available, and the ability to build your own Scenarios is coming soon!
• Use the Scenario View to find investments that benefit under each scenario, and to understand exactly how the scenarios are related to each economic lever
• Every Industry now has a view with links to all stocks in the industry and a listing of all levers which impact the industry
• All views are linked, so that you can easily move between Portfolio Analysis, and Scenario, Lever, Industry, and individual Stock views
• S&P 500 Returns have been added as a lever, with each stocks’ beta used to measure the impact of S&P 500 volatility on the stock
• A completely updated user interface, with a clean design and tons of content linking to make using the site easy

Our goal at HiddenLevers is to create a scenario analysis and research tool that assists you, the investor, in making smart decisions. We want to know if HiddenLevers is working for you, so the HiddenLevers beta release uses Kampyle to collect user feedback. Please let us know what you think, and what features you’re interested in seeing!