Investing is a mix of art, science, and a sprinkle of luck. But what if you could add some serious data-driven insight into that mix? Surmount’s Data Insights offers exactly that: a suite of tools to help you make smarter investment decisions. This isn’t about drowning in numbers or needing a finance degree. It’s about understanding where your money’s going, spotting trends, and making choices that fit your goals. Here’s a breakdown of the tools at your disposal and how each one can make a difference in your investing strategy.

Sector Allocation: Knowing Where Your Money Lives

First up, sector allocation helps you see where your investments are spread across different sectors — like technology, healthcare, or finance. Think of this as your investment map, showing you which industries you’re betting on and where you might be a little too invested. If you’re heavily weighted in tech but haven't touched healthcare, this insight shows where you might be missing out on growth or even taking on unnecessary risk.

Diversifying across sectors can help balance out your portfolio, reducing the potential hit if one sector takes a nosedive. It’s about spreading out so you’re not overexposed in any single area, giving you a smoother ride overall.

Top Holdings: Spotlight on Your Key Players

Curious which stocks or assets are the big stars in your portfolio? Surmount’s top holdings data reveals which investments make up the largest portions of your money. It’s an easy way to see if your biggest positions reflect your goals. Are these holdings ones you’d want to be leaning into, or do they look like assets you’re a little too attached to?

Keeping an eye on your top holdings also helps you respond quickly if any of them start underperforming. If one position starts dragging, you can pivot without putting your whole portfolio at risk. It’s all about making sure your money’s in the right places.

Average Trade Performance: Tracking Your Own Playbook

One of the best features for any investor is the average trade performance metric. Think of it as your personal scorecard, showing how well your trades perform over time. If your trades consistently land you in the green, you know you’re on the right path. But if they’re not hitting the mark, it might be time to rethink your approach or diversify your strategies.

This data helps you stay realistic about your progress, giving you a chance to reflect on what’s working and what could use a tweak.

Asset Trading Volume: Seeing the Crowd’s Moves

Surmount’s asset trading volume data reveals how much buying and selling activity an asset has, offering you a sense of its “popularity.” Assets with high trading volumes can mean a lot of people are interested or that something big is going on. On the other hand, low volumes could indicate an asset that’s stable or just not grabbing attention at the moment.

High volume isn’t always a guarantee of quality, but it’s a signal. A sudden surge in volume can indicate a shift in market sentiment, giving you a heads-up if you want to follow or avoid the crowd. It’s all about knowing what’s hot and what’s not.

Drawdown: Planning for the Downs as Well as the Ups

Investing is never just about the gains. It’s also about managing the potential losses. Surmount’s drawdown metric helps you see the biggest dips your portfolio or an individual asset has taken from its peak. Think of it as the downside risk meter — if you’re not comfortable with the steep drops you see, it’s a sign to reassess where you’re allocating your funds.

Drawdown data can be especially useful for deciding whether an asset’s volatility is within your comfort zone. If you’re seeing consistent drops that make you nervous, reallocating some of your investments might be a smart move.

Annual Return: Your Investment’s Report Card

What’s a portfolio without growth? The annual return shows you how much your investments have grown (or shrunk) over the past year, giving you a high-level snapshot of how your strategy is playing out. It’s the ultimate measure of your investing approach — are you seeing the growth you aimed for? This data point can help you spot the winners and adjust your plans for even steadier gains.

Even if returns are modest, remember that compounding can turn small gains into big wins over time. With annual return data, you’ll see how the steady approach often beats the get-rich-quick mindset.

Trade History: Learning from Your Past

Trade history is like your investment diary, detailing every buy, sell, and hold decision. Reviewing this lets you see the choices you’ve made and the trends in your behavior. Maybe you’re more cautious in tech stocks or take bigger risks in healthcare. This history helps you get a clear picture of your tendencies, helping you understand what’s worked well and what hasn’t.

Taking a regular look at your trade history can be a great way to stay accountable to your goals, especially as you adjust your strategies over time.

Financial Sheets from TradingView: Digging into the Details

For those who love a bit more detail, Surmount provides financial sheets from TradingView with in-depth metrics on stocks. These sheets show you revenue, profit margins, debt levels, and other key indicators of a company’s financial health. It’s like getting a backstage pass to the company’s operations before you invest.

These insights let you see beyond the surface, helping you spot companies that are financially stable and possibly poised for growth. It’s all about seeing the numbers behind the stock price so you can make informed choices.

AI-Powered Market Sentiment Analysis: Reading the Market’s Mood

Surmount’s Market Sentiment Analysis is a powerful tool that uses AI to gauge the mood around an asset or sector. It analyzes current market sentiment, whether positive or negative, helping you understand what other investors think about a particular stock. If sentiment is extremely high, prices may be headed for a rise, while negative sentiment might signal a dip.

Market sentiment can be a game-changer because it captures the emotions behind the numbers. When you see extremely positive or negative sentiment, it could be a sign of upcoming price shifts, letting you decide if it’s a moment to jump in or sit back.

Bringing It All Together

Surmount’s data insights offer a complete toolkit to help you navigate the market with clarity. By regularly reviewing these nine data points, you’re not just following trends — you’re actively making data-driven decisions that align with your goals. From understanding where your investments are concentrated to gauging market sentiment, these tools let you invest with confidence, keeping you prepared for whatever the market throws your way.

With Surmount, you can trade smarter, not harder. Instead of reacting to every shift in the market, you’ll have the insights to make choices that fit your long-term plans, helping you stay cool, calculated, and strategic.

The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results.