Investment Tools

We enable investors to manage their positions confidently across diverse mix of portfolios using professional and personalized state-of-the-art technology and solid portfolio theory. Macroaxis have transformed the way amateur investors manage, monitor and optimize their existing position as well as originate new efficient portfolios enabling them to grow their net worth to its optimal level and consequently become their own manage managers. Select your tool from the panel below to continue:
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Portfolio Center

Portfolio Center

All portfolio management and optimization tools to improve performance of your portfolios
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Portfolio Manager

Portfolio Manager

State of the art Portfolio Manager to monitor and improve performance of your invested capital
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Portfolio Holdings

Portfolio Holdings

Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
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Portfolio Backtesting

Portfolio Backtesting

Avoid under-diversification and over-optimization by backtesting your portfolios
Updated
Free
Correlation Analysis

Correlation Analysis

Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Free
Risk-Return Analysis

Risk-Return Analysis

View associations between returns expected from investment and the risk you assume
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Efficient Frontier

Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
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Portfolio Volatility

Portfolio Volatility

Check portfolio volatility and analyze historical return density to properly model market risk
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Transaction History

Transaction History

View history of all your transactions and understand their impact on performance
Beta
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Portfolio Diagnostics

Portfolio Diagnostics

Use generated alerts and portfolio events aggregator to diagnose current holdings
Free
Performance Analysis

Performance Analysis

Check effects of mean-variance optimization against your current asset allocation
Updated
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Portfolio Rebalancing

Portfolio Rebalancing

Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
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Portfolio File Import

Portfolio File Import

Quickly import all of your third-party portfolios from your local drive in csv format
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Sync Your Broker

Sync Your Broker

Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
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Portfolio Comparator

Portfolio Comparator

Compare the composition, asset allocations and performance of any two portfolios in your account
Beta
Free
Content Syndication

Content Syndication

Quickly integrate customizable finance content to your own investment portal
Free
Insider Screener

Insider Screener

Find insiders across different sectors to evaluate their impact on performance
Free
Stock Screener

Stock Screener

Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Free
Alpha Finder

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
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Free
Options Analysis

Options Analysis

Analyze and evaluate options and option chains as a potential hedge for your portfolios
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Free
Bond Analysis

Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Free
Premium Stories

Premium Stories

Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Beta
Free
Equity Valuation

Equity Valuation

Check real value of public entities based on technical and fundamental data
Free
Fundamental Analysis

Fundamental Analysis

View fundamental data based on most recent published financial statements
Free
Technical Analysis

Technical Analysis

Check basic technical indicators and analysis based on most latest market data
Free
Probability Of Bankruptcy

Probability Of Bankruptcy

Get analysis of equity chance of financial distress in the next 2 years
Free
Piotroski F Score

Piotroski F Score

Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Free
Volatility Analysis

Volatility Analysis

Get historical volatility and risk analysis based on latest market data
Free
Focused Opportunities

Focused Opportunities

Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Updated
Free
Idea Optimizer

Idea Optimizer

Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Free
Idea Breakdown

Idea Breakdown

Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Free
My Watchlist Analysis

My Watchlist Analysis

Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Free
Earnings Calls

Earnings Calls

Check upcoming earnings announcements updated hourly across public exchanges
Updated
Free
Watchlist Optimization

Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Updated
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Portfolio Optimization

Portfolio Optimization

Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Free
Instant Ratings

Instant Ratings

Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Free
Positions Ratings

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
Free
Theme Ratings

Theme Ratings

Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Beta
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Portfolio Suggestion

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
Free
Global Markets Map

Global Markets Map

Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Updated
Free
Pair Correlation

Pair Correlation

Compare performance and examine fundamental relationship between any two equity instruments
Free
Competition Analyzer

Competition Analyzer

Analyze and compare many basic indicators for a group of related or unrelated entities
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Free
Analyst Recommendations

Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
Free
Headlines Timeline

Headlines Timeline

Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Free
Idea Analyzer

Idea Analyzer

Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Free
Fundamentals Comparison

Fundamentals Comparison

Compare fundamentals across multiple equities to find investing opportunities
Updated
Free
Cryptocurrency Center

Cryptocurrency Center

Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Free
Companies Directory

Companies Directory

Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Free
Equity Analysis

Equity Analysis

Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
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Portfolio Anywhere

Portfolio Anywhere

Track or share privately all of your investments from the convenience of any device
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Shere Portfolio

Shere Portfolio

Track or share privately all of your investments from the convenience of any device
Free
Financial Widgets

Financial Widgets

Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Updated
Free
Global Correlations

Global Correlations

Find global opportunities by holding instruments from different markets
Free
Stock Tickers

Stock Tickers

Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Free
Equity Search

Equity Search

Search for actively traded equities including funds and ETFs from over 30 global markets
Free
ETF Directory

ETF Directory

Find actively traded Exchange Traded Funds (ETF) from around the world
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Free
Bond Directory

Bond Directory

Find actively traded corporate debentures issued by US companies
Free
Fund Screener

Fund Screener

Find actively-traded funds from around the world traded on over 30 global exchanges
Free
CEO Directory

CEO Directory

Screen CEOs from public companies around the world
Free
Money Managers

Money Managers

Screen money managers from public funds and ETFs managed around the world
Free
Balance Of Power

Balance Of Power

Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Free
Money Flow Index

Money Flow Index

Determine momentum by analyzing Money Flow Index and other technical indicators
Free
Aroon Oscillator

Aroon Oscillator

Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Free
Commodity Channel Index

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
Free
Price Exposure Probability

Price Exposure Probability

Analyze equity upside and downside potential for a given time horizon across multiple markets
Free
Equity Forecasting

Equity Forecasting

Use basic forecasting models to generate price predictions and determine price momentum
Free
Price Ceiling Movement

Price Ceiling Movement

Calculate and plot Price Ceiling Movement for different equity instruments
Beta
Free
Pattern Recognition

Pattern Recognition

Use different Pattern Recognition models to time the market across multiple global exchanges
Beta
Free
Price Transformation

Price Transformation

Use Price Transformation models to analyze depth of different equity instruments across global markets
Free
Bollinger Bands

Bollinger Bands

Use Bollinger Bands indicator to analyze target price for a given investing horizon
Updated
Free
Crypto Correlations

Crypto Correlations

Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins