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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Equity
Thematic Ideas
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Share Portfolio

Share Portfolio

Track or share privately all of your investments from the convenience of any device
Bollinger Bands

Bollinger Bands

Use Bollinger Bands indicator to analyze target price for a given investing horizon
Equity Search

Equity Search

Search for actively traded equities including funds and ETFs from over 30 global markets
Updated
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Portfolio Rebalancing

Portfolio Rebalancing

Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Piotroski F Score

Piotroski F Score

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

Technical Analysis

Check basic technical indicators and analysis based on most latest market data
New
Bond Analysis

Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for 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
Beta
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Portfolio Suggestion

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
Financial Widgets

Financial Widgets

Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
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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
Companies Directory

Companies Directory

Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
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Cryptocurrency Center

Cryptocurrency Center

Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Money Managers

Money Managers

Screen money managers from public funds and ETFs managed around the world
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Portfolio Comparator

Portfolio Comparator

Compare the composition, asset allocations and performance of any two portfolios in your account
Risk-Return Analysis

Risk-Return Analysis

View associations between returns expected from investment and the risk you assume
Equity Analysis

Equity Analysis

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

Volatility Analysis

Get historical volatility and risk analysis based on latest market data
Stock Screener

Stock Screener

Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Updated
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Portfolio Optimization

Portfolio Optimization

Compute new portfolio that will generate highest expected return given your specified tolerance for risk
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Transaction History

Transaction History

View history of all your transactions and understand their impact on performance
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Price Transformation

Price Transformation

Use Price Transformation models to analyze depth of different equity instruments across global markets
Aroon Oscillator

Aroon Oscillator

Analyze current equity momentum using Aroon Oscillator and other momentum ratios
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
Money Flow Index

Money Flow Index

Determine momentum by analyzing Money Flow Index and other technical indicators
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Efficient Frontier

Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
Idea Breakdown

Idea Breakdown

Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
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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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Pattern Recognition

Pattern Recognition

Use different Pattern Recognition models to time the market across multiple global exchanges
Updated
Free
Watchlist Optimization

Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
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Content Syndication

Content Syndication

Quickly integrate customizable finance content to your own investment portal
Commodity Channel Index

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
New
Bond Analysis

Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for your portfolios.
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Portfolio Volatility

Portfolio Volatility

Check portfolio volatility and analyze historical return density to properly model market risk
Equity Forecasting

Equity Forecasting

Use basic forecasting models to generate price predictions and determine price momentum
CEO Directory

CEO Directory

Screen CEOs from public companies around the world
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Portfolio Center

Portfolio Center

All portfolio management and optimization tools to improve performance of your portfolios
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Bond Directory

Bond Directory

Find actively traded corporate debentures issued by US companies
Updated
Idea Optimizer

Idea Optimizer

Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
New
Options Analysis

Options Analysis

Analyze and evaluate options and option chains as a potential hedge for your portfolios
New
Options Analysis

Options Analysis

Analyze and evaluate options and option chains as a potential hedge for your portfolios
Updated
Global Correlations

Global Correlations

Find global opportunities by holding instruments from different markets
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
Idea Analyzer

Idea Analyzer

Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
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.
Fundamental Analysis

Fundamental Analysis

View fundamental data based on most recent published financial statements
Stock Tickers

Stock Tickers

Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Competition Analyzer

Competition Analyzer

Analyze and compare many basic indicators for a group of related or unrelated entities
Premium Stories

Premium Stories

Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Balance Of Power

Balance Of Power

Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
ETF Directory

ETF Directory

Find actively traded Exchange Traded Funds (ETF) from around the world
Alpha Finder

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Beta
Equity Valuation

Equity Valuation

Check real value of public entities based on technical and fundamental data
Probability Of Bankruptcy

Probability Of Bankruptcy

Get analysis of equity chance of financial distress in the next 2 years
Global Markets Map

Global Markets Map

Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Focused Opportunities

Focused Opportunities

Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Beta
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Portfolio Diagnostics

Portfolio Diagnostics

Use generated alerts and portfolio events aggregator to diagnose current holdings
Updated
Pair Correlation

Pair Correlation

Compare performance and examine fundamental relationship between any two equity instruments
Performance Analysis

Performance Analysis

Check effects of mean-variance optimization against your current asset allocation
Updated
Analyst Recommendations

Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
Fundamentals Comparison

Fundamentals Comparison

Compare fundamentals across multiple equities to find investing opportunities
Price Exposure Probability

Price Exposure Probability

Analyze equity upside and downside potential for a given time horizon across multiple markets
Insider Screener

Insider Screener

Find insiders across different sectors to evaluate their impact on performance
Headlines Timeline

Headlines Timeline

Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
New
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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
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
Fund Screener

Fund Screener

Find actively-traded funds from around the world traded on over 30 global exchanges
Updated
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Crypto Correlations

Crypto Correlations

Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Updated
Correlation Analysis

Correlation Analysis

Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Price Ceiling Movement

Price Ceiling Movement

Calculate and plot Price Ceiling Movement for different equity instruments