Building Your Portfolio in Equity Intelligence
A system is only as accurate as what you tell it. Analysis built on a stale number is confident, and wrong.
Most tools show you a price and assume it's true. That assumption breaks constantly — feeds lag, NGX prices update slower than global ones, and the number on your broker's app is frequently ahead of whatever a dashboard is showing you.
This capability develops the habit that fixes that: telling the system what's actually true, and knowing what changes when you do.
Same rhythm as every capability in this track: See what the system shows you, interpret what it's actually built on, decide whether it needs correcting.
Capability Lens 1 — Which price is the system actually using?
Every holding in Equity Intelligence has two prices sitting behind it. A feed price — live data, but on a delay, especially for NGX names. And a CURRENT PRICE field — empty until you fill it, and once you do, it overrides the feed everywhere: conviction score, trim levels, portfolio value, all of it.
INTERPRET. An unfilled CURRENT PRICE isn't a neutral default. It's the system running on the best data it has, which for a thinly-traded NGX name can be hours old. The gap between that and your broker's real-time quote is exactly where confident-but-wrong analysis comes from.
Capability Lens 2 — What actually changes when you enter a price?
Enter a price that differs meaningfully from the feed, and a quiet footnote appears under that holding — a one-line data-integrity check, not a judgment. It's there so a 150% gap between your number and the feed gets a second look before you act on it, in either direction.
INTERPRET. The footnote showing up isn't the system disagreeing with you. It's the system confirming it heard you, and flagging that the gap is large enough to be worth a second look — a typo and a genuinely stale feed look identical from the system's side.
Capability Lens 3 — Where do trim and stop levels actually come from?
Every position shows three levels: an early trim, a second trim, and a stop — each one a percentage off your entry cost, not off the current price. That distinction matters more than it looks.
INTERPRET. Because they're anchored to your entry, these levels don't drift as the price moves — they're fixed reference points for the position you actually hold, not a moving target that re-justifies itself every time the price ticks. That's what makes a stop a stop, instead of a suggestion.
Capability Lens 4 — What does the system do with your number?
Once entered, your price doesn't just update one number. It flows into conviction scoring, into Capital Allocation's Opportunity Yield for that same holding, into every trim signal downstream. One field, system-wide.
Capability developed
After this capability, you should be able to:
- Know which price the system is using for any holding, without guessing.
- Read a divergence footnote as a data check, not an alarm — and know when it deserves a second look.
- Explain why trim and stop levels stay fixed to your entry instead of chasing the current price.
If you hold a position where you never fill in CURRENT PRICE, what is the system quietly assuming on your behalf — and are you comfortable with that assumption?
Every completed capability becomes part of your development journey. Over time, your profile reflects not only the capabilities you've explored, but the way your investment thinking has evolved.
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