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.

FAQ

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

$2,400

/ year prepaid

Monthly
$220
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
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CubitBlack for Professionals

$5,000

/ year pre paid

Monthly
$500
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
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PM Services

$7,500

/ year prepaid

Monthly
$680
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

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Portfolios
stock expected portfolio price
stock New Signal Previous Signal
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