Unknown Indicator

Potential Upside In A Nutshell

First, a way to help determine upside potential would be to implement a price target. Now with a price target, there are many different ways to determine this number as there is no set way to calculate that number. Secondly, take a look at the technical analysis on the chart and see where the current support and resistance levels sit. Lastly, integrate the fundamental analysis and technical analysis to formulate your upside potential. There is no one set way to do this, but it is important to establish a realistic number to maybe take profit and move it into another asset because not all companies and products will increase for long periods of time. Diversification is a key aspect to any portfolio.

As simple as the title says, the potential upside is how much further you believe a stock or other asset is going to increase. There are many different ways to calculate this and decide on how much potential there is to the upside, so we will go over several. It may be easy to decide a company will grow and increase in stock value, but how much or how far is a little trickier.

Closer Look at Potential Upside

When using potential upside, there will not be a set number to compare too, but you can gather what may experts and analysts are coming up with to gauge on whether you are in the ball park. Also, the upside potential can be affected by news that is coming up and is always subject to change. Provided nothing catastrophic is hitting the wire, it would be a good idea to find the upside potential and recalculate it semi annually, that way you stay relevant with the current market. If you get stuck are need some help, the internet is a great place to search and if you have the option, join an investing community and bounce ideas off of them as everyone is usually willing to give you advice.

Explore Investing Ideas

You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did you try this?

Run Price Exposure Probability Now


Price Exposure Probability

Analyze equity upside and downside potential for a given time horizon across multiple markets
All  Next Launch Module
Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Other Complementary Tools

Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Money Managers
Screen money managers from public funds and ETFs managed around the world
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Transaction History
View history of all your transactions and understand their impact on performance
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes