Portfolio Idea Wizard is a simple 3-step process that allows you to create optimal portfolios from existing investing ideas. Macroaxis themes use dynamic set of algorithms to aggregate related companies, funds, and ETFs based on several common attributes such as their riskiness, expected returns, areas of operation, size and others. Themes are evaluated daily and may exclude significant number of statistical outliers. You can preview any theme listed on this page at any time by hovering over the theme and clicking on 'Preview' link. To select the theme to participate in your portfolio origination process, hover over the theme and click 'Select' link. To create a new portfolio using specified themes you first need to be registered and active Macroaxis user (either freemium or premium). Once your account is activated, creating a portfolio from existing themes is easy:
Complete all 3 steps and click 'Create Portfolio' button
Name your portfolio
Click OK button
You do not need to worry too much about which of the optional attributes to select when creating portfolios. As you continue using our service you will learn and develop your own methodology on how to utilize various filtering options to create your personal and unique portfolio management system.
Please note, the New York Stock Exchange (NYSE) and American Stock Exchange (AMEX) have recently merged. Although Macroaxis has implemented solutions to handle this transition gracefully, you may still find some securities that may not be fully transferred from one exchange to another.
 

Portfolio Idea Wizard


 
1

Where would you like to invest?

 Select up to 4 Investing ideas you are interested in investing

Biotech

Biotechnology and pharmaceuticals production and services

Rentals

Rental and leasing services

Health Management

Healthcare providers, hospitals

Recreation

Recreational activity goods, foods, and accessories

Investing

Money and asset management including investment banking

Hotels

Hotels and motels

Apparel

Apparel products and textile accessories

Natural Foods

Natural food products and food packaging

Restaurants

Restaurants, Coffee Shops and other eateries

Books

Books, newspapers, periodicals, and publishing

Management

Management services

Farming

Farming products and equipment

Stores

All types of stores and shopping markets

Chemicals Makers

Chemicals for crops, soil, human, and animals

Software

Software, software systems, and software services

Outsourcing

Outsourcing and staffing services

Drugs

Drug manufacturing and delivery

Air

Air services and air delivery

Entertainment

Entertainment industry and show business

Semiconductor

Semiconductor materials and production

ISP

Internet Service Providers

Marketing

Marketing services and PR

Music and Video

Music, video and movies

Silver

Silver mining and silver goods production

Iron

Steel and Iron production

Cars

Car makers, trucks manufacturing, auto dealerships, and auto parts

Furniture

Furniture manufacturers

Oil And Gas

Oil And Gas drilling, production, pipelines, and equipment

Insurance Providers

All types of insurance and insurance brokerages

Sport Products

Sporting goods sport accessories

Electronics

Electronic manufacturers

Communication Services

Networking, telecom, long distance carriers, and other communication services

Basic Utilities

Electric, gas, water, and other energy utilities

Soft Drinks

Soft drinks beverages and refreshments

IT

Information technology and IT services

Computers

Computers production and distribution

Railroads

Railroads and Railways

Heavy Metals

Industrial metals and minerals

Airlines

Major domestic and international airlines

Processed Foods

Processed food products and food packaging

Wireless

Wireless technology and communications

Banks

All money banks and credit services

Plastics

Rubber and plastics accessories

Diversified Assets

All types of close end funds

Convertibles

Funds investing in convertibles debt instruments

World Allocation

Funds investing in large global markets

Small Blend

Funds with small to mid capitalization growth and value assets

Money Market

Funds investing in money market instruments or bank loans

Conservative

Funds with low risk and low expected return

Energy

Funds investing in energy sector, natural resources, and Ecology

Emerging Markets

Funds with instruments from emerging markets

Small Growth

Funds with small to mid capitalization growth equities

Large Blend

Funds with large capitalization growth and value instruments

Corporate Bonds

Funds investing in corporate debt instruments

Consumer

Funds investing in consumer services companies

Aggressive

Funds investing in instruments and high expected return and risk

Government

Funds investing in government bonds or debt instruments

Market Neutral

Funds investing in market neutral instruments

Large Value

Funds with large capitalization value equities

Commodities

Funds investing in commodities

Healthcare Funds

Funds investing in healthcare

Large Growth

Funds with large capitalization growth equities

Currency

Funds investing in currencies

Small Value

Funds with small to mid capitalization value equities

Long-Short

Funds investing in assets with both short and long positions

Money Funds

Funds investing in financial sector

Exotic

Funds investing in derivates and alternative instruments

Junk Bonds

Funds with bonds rated BB or lower

Hybrid Mix

Funds investing in combination of stocks, bonds and money market instruments

Precious Metals

Funds investing in various precious metals

Realty

Funds investing in real estate backed instruments

Munis

Funds of local and national municipal bonds

Tech Funds

Funds investing in technology

Moderate

Funds with moderate expected return and risk

Macroaxis Index

Macroaxis index theme of selected equities

Financials XLF

A set of financial service firms from Sector Spdr ETFs

ALL Bitcoins

Bitcoins traded in All Currencies

Momentum

Macroaxis long run momentum stocks

Impulse

Macroaxis evolving impulse stocks

Macroaxis Picks

Macroaxis daily picks

Measuring and Control Equipment

USA Equities from Measuring and Control Equipment industry as calcified by Fama & French

Pharmaceutical Products

USA Equities from Pharmaceutical Products industry as calcified by Fama & French

Healthcare

USA Equities from Healthcare industry as calcified by Fama & French

Banking

USA Equities from Banking industry as calcified by Fama & French

Shipping Containers

USA Equities from Shipping Containers industry as calcified by Fama & French

Aircraft

USA Equities from Aircraft industry as calcified by Fama & French

Real Estate

USA Equities from Real Estate industry as calcified by Fama & French

Insurance

USA Equities from Insurance industry as calcified by Fama & French

Business Services

USA Equities from Business Services industry as calcified by Fama & French

Electronic Equipment

USA Equities from Electronic Equipment industry as calcified by Fama & French

Machinery

USA Equities from Machinery industry as calcified by Fama & French

Retail

USA Equities from Retail industry as calcified by Fama & French

Computers

USA Equities from Computers industry as calcified by Fama & French

Trading

USA Equities from Trading industry as calcified by Fama & French

Industrial Metal Mining

USA Equities from Industrial Metal Mining industry as calcified by Fama & French

Agriculture

USA Equities from Agriculture industry as calcified by Fama & French

Electrical Equipment

USA Equities from Electrical Equipment industry as calcified by Fama & French

Wholesale

USA Equities from Wholesale industry as calcified by Fama & French

Printing and Publishing

USA Equities from Printing and Publishing industry as calcified by Fama & French

Beer & Liquor

USA Equities from Beer & Liquor industry as calcified by Fama & French

Medical Equipment

USA Equities from Medical Equipment industry as calcified by Fama & French

Communication

USA Equities from Communication industry as calcified by Fama & French

Precious Metals

USA Equities from Precious Metals industry as calcified by Fama & French

Utilities

USA Equities from Utilities industry as calcified by Fama & French

Automobiles and Trucks

USA Equities from Automobiles and Trucks industry as calcified by Fama & French

Coal

USA Equities from Coal industry as calcified by Fama & French

Construction Materials

USA Equities from Construction Materials industry as calcified by Fama & French

Chemicals

USA Equities from Chemicals industry as calcified by Fama & French

Recreation

USA Equities from Recreation industry as calcified by Fama & French

Food Products

USA Equities from Food Products industry as calcified by Fama & French

Construction

USA Equities from Construction industry as calcified by Fama & French

Entertainment

USA Equities from Entertainment industry as calcified by Fama & French

Rubber and Plastic Products

USA Equities from Rubber and Plastic Products industry as calcified by Fama & French

Personal Services

USA Equities from Personal Services industry as calcified by Fama & French

Steel Works Etc

USA Equities from Steel Works Etc industry as calcified by Fama & French

Business Supplies

USA Equities from Business Supplies industry as calcified by Fama & French

Consumer Goods

USA Equities from Consumer Goods industry as calcified by Fama & French

Restaurants Hotels Motels

USA Equities from Restaurants Hotels Motels industry as calcified by Fama & French

Financials

Banks, insurance companies, or other financial institutions

Raw Materials

Basic materials and raw inventory production

ETFs

Fund-like instruments that are traded on an stock exchanges

Consumption

Goods sold for consumption

Healthcare

Healthcare institutions that deliver medical services

Manufacturing

Manufacturing of goods across different domains

Investor Favorites

Equities most commonly found in portfolios of money managers

Services

Intangible goods delivered to businesses and consumers

Technology

Research or development of technologically based good

Utilities

Basic necessities for public or businesses

Education

Tutoring, learning, and education services

Compulsion

Addiction driven consumer products and services

Real Estate

Real estate development, management and trading including REIT funds

Recycling

Waste management, pollution control, and recycling

Obamacare

Companies that count on Obamacare to take off

Sports

Sporting goods retailers and sporting activities firms


 
2

What is your investment style and typical risk mood?

 Specify your current investing sentiment to the best of your knowledge

  

Risk Tolerance

  


 
3

How much are you willing to put into this portfolio?

 Specify your current available budget. It can be completely arbitrary number.

How many positions would you like to take?

What is your rough budget?



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