Global, Multi-Asset, and Risk Analysis Tools
For Advisors & Their Clients
Gateway to precision Portfolio
Management
Easily Customize Your Portfolio
Our portfolio builder is a user-friendly and professional platform that empowers users to build and manage investment portfolios tailored to their unique financial goals and risk profiles. The portfolio builder tool is your gateway to precision portfolio management. Created with the best investors and financial analysts in mind, it is a revolutionary tool that transforms market analysis into a seamless and insightful experience.
- Asset Allocation: Receive expert guidance on diversifying your investments across stocks, bonds, and alternative assets.
- Risk Management: Understand and manage your risk profile with personalized recommendations.
- Goal Planning: Set achievable financial milestones and let portfolio builders create a roadmap to success.
- Portfolio Tracking: Keep a close watch on your investments with real-time monitoring and performance analysis.
Tailored Portfolio Creation
Our portfolio builder puts the power in your hands to create personalized investment portfolios that reflect your unique goals, risk tolerance, and preferences. Whether you’re aiming for long-term growth, diversification, or income generation, our platform provides intuitive tools for asset allocation and portfolio customization.
- Asset Allocation Guidance: Receive expert recommendations on distributing investments across various asset classes.
- Diversification Strategies: Ensure your portfolio is well-balanced to mitigate risk across different sectors and investment types.
- Goal-Oriented Investing: Set specific financial milestones such as retirement savings or education funds, and let PortfoGenius recommend tailored strategies.
Intelligent Risk Assessment
Understanding your risk tolerance is crucial in building a resilient portfolio. the portfolio builder tool offers insightful risk assessment tools, including questionnaires and analytical methods, to help you gauge your comfort level with investment risks. Based on this assessment, receive personalized recommendations for suitable investments.
- Comprehensive Risk Evaluation: Assess your risk profile through intuitive questionnaires.
- Personalized Risk Recommendations: Receive investment suggestions aligned with your risk tolerance.
- Dynamic Risk Management: Adapt your portfolio strategy as your risk appetite changes.
Goal-Centric Investment Strategies
Whether it’s saving for a dream home, funding your children’s education, or planning for retirement, our platform guides you with tailored investment strategies designed to realize your goals.
- Goal Setting: Define your financial objectives with ease, from short-term targets to long-term ambitions.
- Custom Investment Plans: Receive personalized investment recommendations based on your goals.
- Progress Tracking: Monitor your portfolio’s performance against your goals, making adjustments as needed.
Real-Time Portfolio Monitoring
With our customized portfolio builder tool, keeping an eye on your investments is effortless. Our platform offers robust monitoring tools that provide real-time updates on your portfolio’s performance. Track market movements, portfolio growth, and receive timely alerts to make informed decisions.
- Live Portfolio Updates: Stay informed with real-time performance metrics.
- Performance Insights: Gain valuable insights into your portfolio’s strengths and areas for improvement.
- Alert Notifications: Receive alerts for significant market events or changes in your portfolio.
Cutting-edge tool designed for
investors and financial analysts
Revolutionize Your Market Analysis
The Global Search and Ticker Watchlist feature, launched in June 2023, is a cutting-edge tool designed for investors and financial analysts. It empowers users with the ability to conduct in-depth searches across various market indicators, tickers, and watchlists, providing comprehensive market insights. This feature significantly enhances the ability to track market trends, analyze investment opportunities, and stay updated with the latest financial news.
- Advanced Search Capabilities: Experience unparalleled market research with our sophisticated search engine, capable of handling complex queries across multiple financial indicators.
- Customizable Watchlists: Efficiently monitor and manage your investment portfolio with customizable watchlists, tailored to your specific market interests and analysis needs.
- Real-Time Market Updates: Stay ahead in the financial world with real-time updates on market movements, ensuring you’re always informed about critical changes and opportunities.
Innovative Search Technology
Our Global Search tool uses advanced algorithms to process a wide range of financial data points, from ticker symbols to complex market indicators. It facilitates a streamlined search experience, allowing users to quickly find relevant market information.
- Comprehensive Data Range: Access a vast database of global financial data.
- Intuitive Interface: Navigate easily with a user-friendly search interface.
- Efficient Information Retrieval: Get accurate results in real-time with less effort.
Personalized Watchlist Management
The Ticker Watchlist feature enables users to create and manage personalized watchlists. Track your favorite stocks, bonds, and funds effortlessly, and get tailored news and updates.
- Easy Customization: Add and remove tickers with ease.
- Dynamic Updates: Watchlists update in real-time for the latest information.
- Portfolio Integration: Seamlessly integrate with your existing investment portfolio for a holistic view.
Up-to-the-Minute News and Insights
Stay informed with the latest financial news, market trends, and insights. Our feature aggregates news from various trusted sources, ensuring you have access to the most current and relevant information.
- Wide News Coverage: Comprehensive news aggregation from reliable sources.
- Tailored News Feed: Customize your news feed according to your watchlist.
- Insightful Analysis: Gain valuable insights from market experts and analysts.
Enhanced Features that
compliment Performance
Streamline Financial Comparisons
Diverse Filtering Options
- Compare across all asset classes.
- Tailored for both novice and expert users.
- Real-time data for accurate assessments.
Seamless Integration and Sharing
- Easy data extraction.
- Supports various file formats.
- Ideal for team collaborations and client reports.
Experience the unmatched power
of our customizable watchlists
Enhance Your Trading Strategy with Our Custom Watchlist
Unlock the power of personalized watchlists. Tailor your trading experience to your unique preferences and streamline your decision-making process. Generate numerous personalized watchlists covering a wide range of asset categories, and customize each one by selecting specific data points.
- Customizable Grouping for Strategic Insights: Take control of your portfolio by grouping instruments as desired within your watchlists. Whether you’re tracking technology stocks, or commodities, our tool allows you to organize your assets for a comprehensive view of your investments.
- Endlessly Powerful and Intuitive Tool: Experience the unmatched power of our endlessly customizable watchlists. With intuitive features and a user-centric design, our tool empowers you to harness the full potential of your watchlists, making it one of the most valuable tools for your trading experience.
- Time-saving Custom Views for Efficient Analysis: Maximize your productivity with custom views that sculpt and organize the data you want to see. Our tool works with you to deliver impactful insights on each screen, allowing you to focus on what matters most to your trading success.
Tailored Watchlists for Strategic Insights
Craft personalized watchlists tailored to your specific financial interests. Whether you’re tracking technology stocks, cryptocurrency pairs, or commodities, our tool empowers you to stay focused on what matters most to your trading strategy.
- Custom Selection: Create multiple watchlists based on asset categories or market sectors.
- Flexible Management: Easily add, remove, or rearrange instruments within each watchlist.
- Strategic Insights: Gain a comprehensive overview of your preferred assets for informed decision-making.
Effortless Instrument Integration for Precision Tracking
Streamline your trading process with seamless instrument addition to your watchlists. With intuitive search functionality, adding individual financial instruments is a breeze, allowing you to build comprehensive portfolios with ease.
- User-Friendly Interface: Search for instruments by ticker symbols or names for quick identification.
- Inclusive Selection: Choose from a vast array of financial instruments across global markets.
- Efficient Management: Add selected instruments to your watchlist with just a few clicks for effortless tracking.
Real-Time Price Monitoring for Timely Insights
Stay informed with real-time monitoring of price movements for all instruments in your watchlists. Our platform delivers up-to-date price data, including current prices, changes, and percentage movements, enabling you to react promptly to market fluctuations.
- Live Updates: Monitor price movements of included instruments in real-time for timely insights.
- Comprehensive Data: Access current prices, changes, and percentage movements at a glance.
- Actionable Intelligence: Stay ahead of market trends and make informed decisions with our dynamic price monitoring feature.
Empower Your Trading with Our
Advanced Charting Tool
Advanced Charting Tool with a comprehensive suite of features
Our Advanced Charting Tool is designed to provide traders with a comprehensive suite of features that empower you to make informed decisions. From interactive charts to customizable indicators explore historical or intra-day price charts for stocks listed across global markets, including Singapore, Hong Kong, the United States, Canada, the United Kingdom, Australia, Japan & many other countries. Select your preferred format: daily, weekly, or monthly, with data spanning back over the last 5 years.
- Customizable Indicators: Access to a library of technical indicators that can be customized and applied to charts to analyze market trends and patterns.
- Drawing Tools: Various drawing tools for annotating charts, including shapes, text, arrows, and annotations, to highlight key price levels and patterns.
- Multiple Chart Types: Support for different chart types including line charts, candlestick charts, bar charts, and Renko charts to visualize price movements.
Interactive Charts for Precise Analysis
Our interactive charts offer a dynamic platform for traders to delve deep into market movements. Equipped with a wide range of technical analysis tools such as trendlines, Fibonacci retracements, moving averages, and oscillators, these charts provide a clear visualization of price trends. Whether you’re a seasoned trader or just starting, these tools offer invaluable insights into market behavior.
- Trendlines: Easily identify support and resistance levels with customizable trendlines.
- Fibonacci Retracements: Utilize Fibonacci levels to pinpoint potential reversal points.
- Moving Averages: Gain a smoother view of price trends with various moving average types.
- Oscillators: Gauge overbought or oversold conditions with popular oscillators like RSI and Stochastic.
Customizable Indicators Tailored to Your Strategy
No two traders are alike, which is why our charting tool provides access to a rich library of technical indicators. These indicators can be customized and applied to charts, allowing you to analyze market trends and patterns according to your unique trading strategy. Whether you prefer simple moving averages or complex MACD crossovers, our tool caters to your specific needs.
- Library of Indicators: Choose from a diverse selection including MACD, Bollinger Bands, ADX, and more.
- Customization Options: Adjust indicator parameters to align with your trading style.
- Real-Time Analysis: Receive instant feedback on market conditions with live indicator updates.
Intuitive Drawing Tools for Enhanced Clarity
Effective communication of trading ideas is essential, and our charting tool offers a range of drawing tools to achieve just that. Whether you’re highlighting key price levels, identifying chart patterns, or annotating important events, these tools make it easy to convey your insights visually.
- Shapes and Text: Add shapes and text to emphasize critical points on the chart.
- Arrows and Annotations: Use arrows and annotations for clear commentary on price action.
- Highlighting Patterns: Easily spot chart patterns like head and shoulders, flags, and triangles.
Enhanced Features that
compliment Performance
Streamline Your Investments
User-Friendly Interface
- Input Flexibility: Enter multiple SIP dates and amounts effortlessly.
- Real-Time Calculations: Immediate updates on investment values and potential returns.
- Error Handling: Intelligent prompts for input corrections and validations.
Comprehensive Investment Analysis
- Detailed Reporting: Understand every aspect of your investments.
- Comparison Tools: Evaluate different investment strategies side by side.
- Insightful Projections: Project future returns based on current trends.
Gateway to precision Portfolio
Management
Easily Customized Your Portfolio
Our portfolio builder is a user-friendly and professional platform that empowers users to build and manage investment portfolios tailored to their unique financial goals and risk profiles. The portfolio builder tool is your gateway to precision portfolio management. Created with the best investors and financial analysts in mind, it is a revolutionary tool that transforms market analysis into a seamless and insightful experience.
- Asset Allocation: Receive expert guidance on diversifying your investments across stocks, bonds, and alternative assets.
- Risk Management: Understand and manage your risk profile with personalized recommendations.
- Goal Planning: Set achievable financial milestones and let portfolio builders create a roadmap to success.
- Portfolio Tracking: Keep a close watch on your investments with real-time monitoring and performance analysis.
Tailored Portfolio Creation
Our portfolio builder puts the power in your hands to create personalized investment portfolios that reflect your unique goals, risk tolerance, and preferences. Whether you’re aiming for long-term growth, diversification, or income generation, our platform provides intuitive tools for asset allocation and portfolio customization.
- Asset Allocation Guidance: Receive expert recommendations on distributing investments across various asset classes.
- Diversification Strategies: Ensure your portfolio is well-balanced to mitigate risk across different sectors and investment types.
- Goal-Oriented Investing: Set specific financial milestones such as retirement savings or education funds, and let PortfoGenius recommend tailored strategies.
Intelligent Risk Assessment
Understanding your risk tolerance is crucial in building a resilient portfolio. the portfolio builder tool offers insightful risk assessment tools, including questionnaires and analytical methods, to help you gauge your comfort level with investment risks. Based on this assessment, receive personalized recommendations for suitable investments.
- Comprehensive Risk Evaluation: Assess your risk profile through intuitive questionnaires.
- Personalized Risk Recommendations: Receive investment suggestions aligned with your risk tolerance.
- Dynamic Risk Management: Adapt your portfolio strategy as your risk appetite changes.
Goal-Centric Investment Strategies
Whether it’s saving for a dream home, funding your children’s education, or planning for retirement, our platform guides you with tailored investment strategies designed to realize your goals.
- Goal Setting: Define your financial objectives with ease, from short-term targets to long-term ambitions.
- Custom Investment Plans: Receive personalized investment recommendations based on your goals.
- Progress Tracking: Monitor your portfolio’s performance against your goals, making adjustments as needed.
Real-Time Portfolio Monitoring
With our customized portfolio builder tool, keeping an eye on your investments is effortless. Our platform offers robust monitoring tools that provide real-time updates on your portfolio’s performance. Track market movements, portfolio growth, and receive timely alerts to make informed decisions.
- Live Portfolio Updates: Stay informed with real-time performance metrics.
- Performance Insights: Gain valuable insights into your portfolio’s strengths and areas for improvement.
- Alert Notifications: Receive alerts for significant market events or changes in your portfolio.
