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.