Service Levels
Optimizer
Mission: Achieve high efficacy
for investment professionals, and clear transparecy for investors,
strives to provide a higher standard with no compromises.
FAQ
Browse our FAQ for some of the frequently asked questions. If you have a question that is not answered in our faq, please message me directly.
Quantitative
Descriptions of quantitative measure and risk management structure we use for our PM engine. Here we explain the science behind our PM engine.
Services
We provide multi level services package from low level raw data to high level customized model portfolios and algo builder for investment funds.
Optimizer
$220
$2,400
/ year prepaid
Monthly
Service levels
| 3 Model Portfolios | Yes |
| ETF Optimizer | Yes |
| Stock & Industry Opportunity Screener | Yes |
| Risk Forecasting & Management | Yes |
| Client Accounts & IPS | Yes |
| Stock Analysis | Yes |
| Backtesting | Yes |
| Your Brand | $500 one-time setup |
CubitBlack for Professionals
$500
$5,000
/ year pre paid
Monthly
Service levels
| 3 Model Portfolios | Yes |
| ETF Optimizer | Yes |
| Stock & Industry Opportunity Screener | Yes |
| Risk Forecasting & Management | Yes |
| Client Accounts & IPS | Yes |
| Stock Analysis | Yes |
| Momentum Strategy | Yes |
| Price Simulations | Yes |
| Optimization | Yes |
| Backtesting | Yes |
| Pre Trade | Yes |
PM Services
$680
$7,500
/ year prepaid
Monthly
Service levels
| CubitBlack Pro included | Yes |
| Models Set Up | Yes |
| Asset Allocation Recommendations | Yes |
| Stock Recommendations | Yes |
| Risk Controlled Environment | Yes |
| Synertree Risk-Neutral Portfolio | Yes |
| Investing Ideas (by Phases & Cycles) | Yes |
| Quarterly Model Portfolio Reports | Yes |