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Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
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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 the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Complementary Tools
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Stocks Directory Find actively traded stocks across global markets | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
CEOs Directory Screen CEOs from public companies around the world | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Fundamental Analysis View fundamental data based on most recent published financial statements | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |