Build portfolios using our predefined set of trending investing ideas and themes. Our optimization engine will compute new mlti-theme portfolio that will generate highest expected return given your specified tolerance for risk or will reduce your exposure to market volatility
Use Macroaxis equity center to digitally evaluate financials, perform technical and fundamental analysis, and utilize many professional equity research tools such as price forecasting, valuation analysis, and BUY or SELL recommendations
Efficient Frontier model builds Markowitz Efficient Frontier that represents variously weighted combinations of the portfolio's assets. It identifies the optimal portfolio on the efficient frontier for your input.
Correlation analysis helps investors to reduce portfolio risk simply by holding instruments which are not perfectly correlated. In other words, investors can reduce their exposure to individual asset risk by holding a diversified portfolio of assets
View your portfolio as a breakdown of all positions, sectors, and equity types, along with portfolio correlation matrix. It is one of the most important pieces of information that can be accessed at any time and shared with anybody via a private link
Rebalancing module allows you to set the weight of each equity in your portfolio to new allocation targets. Unlike our optimization and suggestion modules, Portfolio Rebalancer is a manual tool that gives you more control over your target asset allocation.
Using your existing positions, our optimization engine will compute new portfolio that will generate highest expected return given your specified tolerance for risk or will reduce your exposure to market volatility