BuildPortfolio

Monitor & Analyse

Ideas and Recommendations

Intelligent Alerts

Select asset class

Build Portfolio
Value Investing

Identifies good companies that may be temporarily undervalued

Documentation

Ideas
Track

Highlights a good time to buy any stock based on principles of momentum investing

Documentation

Ideas
Play

Multi-factor comparison of any company with the index or the sector or any other company.

Documentation

Build Portfolio
Similar Stocks

Finds stocks similar to one being viewed, that are trading at attractive prices

Documentation

Monitor & Analyse
Portfolio
Eval-Equities

Computes a multi-factor score for a portfolio and highlights reasons for outlier indicators

Documentation

Build Portfolio
Fund Portfolio

Create a mutual fund portfolio that is optimised for chosen levels of risk and return

Documentation

Build Portfolio
Likely Outperformance

Identifies funds that are likely to outperform the benchmark

Documentation

Ideas
Portfolio Optimisation

Analyses all permitted fund combinations to identify optimal substitutions

Documentation

Monitor & Analyse
Portfolio
Eval-Funds

Computes a multi-factor score for a portfolio and highlights reasons for outlier indicators

Documentation

Intelligent Alerts
Fund Under Performance

Identifies any mutual fund in the portfolio that has under performed the index

Documentation

Intelligent Alerts
Cost Ratio Change

Highlights a material change in the Cost Ratio in any fund in the portfolio

Documentation

Intelligent Alerts
Capital Outflow

Highlights any significant outflows of capital from any fund in the portfolio

Documentation

Intelligent Alerts
Better Fund Available

Identifies funds with similar profiles that could be better alternatives to any fund in portfolio.

Coming Soon

Intelligent Alerts
Sharpe Ratio Change

Highlights significant changes in Sharpe Ratio of any fund in portfolio.

Coming Soon

Intelligent Alerts
Fund Concentration

Highlights unusual concentration in underlying holdings for any fund.

Coming Soon

Build Portfolio
Value Investing

Identifies good companies that may be temporarily undervalued

Documentation

Ideas
Track

Highlights a good time to buy any stock based on principles of momentum investing

Documentation

Ideas
Play

Multi-factor comparison of any company with the index or the sector or any other company.

Documentation

Build Portfolio
Similar Stocks

Finds stocks similar to one being viewed, that are trading at attractive prices

Documentation

Monitor & Analyse
Portfolio
Eval-Funds

Computes a multi-factor score for a portfolio and highlights reasons for outlier indicators

Documentation

Build Portfolio
Fund Portfolio

Create a mutual fund portfolio that is optimised for chosen levels of risk and return

Documentation

Build Portfolio
Likely Outperformance

Identifies funds that are likely to outperform the benchmark

Documentation

Ideas
Portfolio Optimisation

Analyses all permitted fund combinations to identify optimal substitutions

Documentation

Monitor & Analyse
Portfolio
Eval-Equities

Computes a multi-factor score for a portfolio and highlights reasons for outlier indicators

Documentation

Intelligent Alerts
Fund Under Performance

Identifies any mutual fund in the portfolio that has under performed the index

Documentation

Intelligent Alerts
Cost Ratio Change

Highlights a material change in the Cost Ratio in any fund in the portfolio

Documentation

Intelligent Alerts
Capital Outflow

Highlights any significant outflows of capital from any fund in the portfolio

Documentation

Intelligent Alerts
Better Fund Available

Identifies funds with similar profiles that could be better alternatives to any fund in portfolio.

Coming Soon

Intelligent Alerts
Sharpe Ratio Change

Highlights significant changes in Sharpe Ratio of any fund in portfolio.

Coming Soon

Intelligent Alerts
Fund Concentration

Highlights unusual concentration in underlying holdings for any fund.

Coming Soon