The Macroaxis Stock Advisor is a comprehensive set of modules designed to help investors make profitable investment decisions based on the application of evolving fintech innovations, traditional portfolio theory, and educated stock-picking. With Macroaxis Stock Advisor, your will become your own portfolio manager empowered by an unprecedented amount of functionalities usually available only to professional money managers.

What is Stock Advisor?

Generally speaking, a stock advisor enables investors to use statistical models to find the right mix of equity instrument to add to your existing portfolios or to create a brand new portfolio that will be optimized against your current preferences regarding risk and expected return. After you succesfully build an intitial portfolio, the Macroaxis wealth optimization framework will enable you to generate an optimal portfolio that will significantly reduce systematic risk while automatically enhancing your risk-adjusted returns over a long period of time.
Stock Advisor
For many companies with rapid growth, such as the one we observed between 2016 to 2020, the future stock price is unpredictable. To time this market properly is virtually impossible as there is no text-book formula that could account for what the future value of a company is based on public anticipation of its future growth.

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Most of the Macroaxis Stock Advisor modules provide a basic methodology to categorize the investment universe based on risk (standard deviation of daily returns) and expected return, and then choosing the mix of investments that achieves the desired risk-return tradeoff. In this context, the Macroaxis Stock Advisor is a simple add-on to its robust portfolio optimization framework that enables investors to optimize portfolios that have a mix of equities spread out across most conventional assets (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)

Stocks Shares of ownership issued by a publicly traded corporation. These shares are usually traded on stock exchanges and conform to government regulations which are meant to protect investors from fraudulent practices
Funds Financial instruments that are backed up by a pool of investments in different types of securities such as stocks, bonds, money market instruments, and mutual funds. Most funds use strategies that allow investors to pool money together with other investors to purchase a collection of instruments with different characteristics
ETFs Financial instruments that are similar to funds in their composition but differ in a way their prices are adjusted. Unlike funds, ETFs are traded on the exchanges throughout the day just like stocks
Cryptos An internet-based asset that uses blockchain technology and cryptographical functions to conduct financial transactions. The main difference between cryptocurrency and traditional equity instruments or currencies is that cryptocurrencies use decentralized control and are independent of central banking systems.

Many investors optimize their portfolios to maintain a risk-return balance that meets their personal investing preferences and liquidity needs. To do this, they must regularly rebalance their portfolios to make sure they are not deviating from their practices; and this is where Macroaxis Stock Advisor adds values and an unprecedented amount of functionalities. Below are the essential modules that can be used to build a reliable input to start the portfolio optimization process quickly. These tools can help investors not only to enhance there current risk-adjusted returns but also to secure it into the future.

Stock Advisor Tools

Equities Terminal Launch
The Equities Terminal is a collection of modules for individual equity research and analysis. You can examine different market driven as well as company specific characteristics using powerful cross-assets modules such as watch-list analyzer, correlation inspector, opportunity browser, portfolio optimizer, and many other powerful tools.
Probability Of Bankruptcy Launch
We define the Probability Of Bankruptcy as a degree of financial distress - a condition where a company is having difficulty to meet its current financial obligations towards its creditors or to deliver on the expectations of its investors. Macroaxis derives these conditions on a daily bases from both public financial statements as well as analysis of stock prices reacting to market conditions or economic downturns, including short term and long term historical volatility.
Piotroski F Score Launch
This module uses fundamental data of public entity to approximate its Piotroski F score. The F Score is determined by combining nine binary scores representing 3 distinct fundamental categories of a company. These three categories are profitability, efficiency, and funding. Some research analysts and sophisticated value traders use Piotroski F Score to find opportunities outside of the conventional market research and financial statement analysis.
Altman Z-Score Launch
Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents.
Correlation Inspector Launch
Correlation Inspector is one of the fundamental tools of the Stock Advisor sets of modules. It finds correlations between the returns of each asset in the specified portfolio against every other asset it contains. It constructs a conventional correlation table with color-coded cells, identifying the highest and lowest values, as well as values that fall within 1, 2, and 3 standard deviations from 0.
Volatility Inspector Launch
Before comparing or considering investments, it is better to perform a risk-adjusted return calculation that will adjust the returns according to how risky the investments are. The riskier they are, the more the returns are lowered before any comparison. Technically risk refers to mean volatility, which measures how returns vary over a given period of time. An investment or a portfolio that grows steadily has low risk, and another investment with a value that jumps up and down unpredictably has high risk.
Performance Analyzer Launch
Performance Analyzer runs balanced, risk-adjusted comparisons between different assets. It uses two commonly used performance indicators - Sharpe and Treynor. The Treynor Measure takes into account systematic risk, whereas the Sharpe Ratio uses volatility. Assets with higher performance ratios should be preferred to assets with lower performance.
Quick Portfolio Optimizer Launch
Portfolio Optimizer evaluates the One-Day Value At Risk of the optimal portfolio along with total risk, expected return, and several common performance measures. The result is compared to your existing portfolio. The main objective, as a rational investor, is to outperform the existing portfolio in all five categories.
Portfolio Rebalancer Launch
Rebalancing is simply the process of buying and selling portions of your existing portfolio after an investment strategy or tolerance for risk has changed, or if market conditions have changed. By using the Macroaxis Wealth Optimization Toolset, investors can adjust the weight of each asset in the portfolio to satisfy a newly devised asset allocation.
Stock Ratings Launch
We provide instant equity rating based on a combination of real-time fundamental analysis and risk-adjusted market performance. The results are broken down into six separate categories that are weighted to derive a horizon-based digital recommendation. The six categories are Volatility, Hype Condition, Valuation, Analyst Consensus, Financial Leverage, and Odds of Distress. Every category can also be evaluated separately to get more details.
Equity Comparator Launch
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of your traded assets competition on your existing holdings.
Pair Correlation Launch
A pairs correlation concept is typically used in trading two securities based on their historical correlations. The equity instruments in a pair trade should have a high positive correlation, which is the main assumption driver behind the strategy's profits. An investment strategy based on pair correlation works best when you find some correlation discrepancy by analyzing the historical daily returns using other module within the Stock Advisor toolset.
Technical Analysis Launch
Technical analysis uses different types of financial models and trading rules that are typically based on price movement or volume patterns. It involves analyzing varying price or return indicators such as moving averages, regressions, momentum analyzers, correlations, chart patterns, and many others
Fundamental Analysis Launch
Fundamentalists look at the big picture and then zoom in to smaller details in an effort to determine if a stock is valued correctly at the current price. When the market price doesn't reflect the real value or potential value of a stock, its price is bound to go up in the future

Why Stock Advisor is Essential to Building Optimal Portfolios

The recent financial crises taught investors an important lesson: diversification matters.

A stock market crash caused by coronavirus pandemic created a stock bursting effect, as many unprepared and uninsured investors lost their fortunes as quickly as they acquired them just a few months earlier. Many investors are now drastically reconsidering their investment habits, as well as asset allocation principles and, are turning to a more educated approach to diversification and market risk management.

Most of the Macroaxis Stock Advisor modules use statistical models to create a solid input for manufacting efficient portfolios based on market risk reduction through examining of asset correlation and mean-variance optimization. Our implementation of Modern Portfolio Theory (MPT) is based on simplicity, speed, accessibility, and enhanced user experience, making technology that was once accessible only to professional money managers available to the entire investing community.

Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page