Service Levels
Price Risks
Price Risk helps investors understand portfolio risks. Investors should always understand that historical performances do not reflect future results.
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.
Price Risks
$Free
Free
/ year prepaid
Monthly
Service levels
| 5 Model Portfolios | Yes |
| ETF Optimizer | Yes |
| Risk Forecasting & Management | Yes |
| Client Accounts | Yes |
| Backtesting | Fixed |
for Professionals
USD$500
USD $5,000
/ year pre paid
Monthly
Service levels
| 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 |
PM Services
-
Ask for quote
/ year prepaid
Monthly
Service levels
| 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 |