Maximize expected return on investment while controlling risk. Weigh opportunities and risks across the entire range of stock portolio.💸
A stable collection of investments is at your fingertips - check what features to use to fit chosen goals and limitations.
Make sure you don't miss anything and keep your finger on the pulse of the account entrusted to the broker.
Use automated account tracking for Degiro, Robinhood, TD Ameritrade, Fidelity, Questrade, and (soon) for eToro, Schwab and E-Trade & others.
Combine the convenience of Scrab's scoring with keeping an eye on and analyzing your holdings, rather than just selecting and evaluating companies before buying.
Facilitate a periodic (weekly/monthly/quarterly) portfolio review, as you can very quickly click through the already configured scoring results and charts.
Portfolio Mangement in combination with Alerts module warns about analysts' downgrades of forecasts, so you won't miss when something bad happens to one of the companies you own.
Make rebalancing easier by showing how many of which stocks to buy/sell so that the weights of the companies in the portfolio match the selected settings
Automatically calculate the size of positions in the portfolio based on advanced methodologies such as Hierarchical Risk Parity or Equal Risk, or, if one prefers, in proportion to any available metric, such as Sortino Ratio or Value at Risk.
Quickly check the diversification of the portfolio in terms of industry and sector, thus avoiding the situation when a larger part of the portfolio than you would like goes to one type of firm.
Check the correlation between the stocks you own, so you can avoid a situation where you have X different stocks, but their prices move very similarly most of the time.
Get a quick overview of analysts' recommendations and estimates: shows a summary of the so-called Consensus Recommendation and changes in forecasts, e.g. Price Target, from the last day and week.