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.
Descriptions of quantitative measure and risk management structure we use for our PM engine. Here we explain the science behind our PM engine.
We provide multi level services package from low level raw data to high level customized model portfolios and algo builder for investment funds.
/ year prepaid
5 Model Portfolios | Yes |
ETF Optimizer | Yes |
Risk Forecasting & Management | Yes |
Client Accounts | Yes |
Backtesting | Fixed |
/ year pre paid
5 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 |
/ year prepaid
Cloud based platform | Yes |
Models Set Up | Yes |
Asset Allocation Recommendations | Yes |
Stock Recommendations | Yes |
Risk Controlled Environment | Yes |
Synertree Risk-Neutral Portfolio | Yes |
Quarterly Model Portfolio Reports | Yes |