Solution introduction
A cloud-based platform that utilizes ratings and other trend-based metrics to enhance fundamentally driven strategies’ stock selection and allocation processes
Generate new investment ideas by easily screening and comparing trends across individual securities, markets, sectors, and industries. Gain timely insights into potentially exhausted trends for improved risk control
Key features
- Validate investment ideas and analyst opinions.
- Identify investment opportunities.
- Get alerts on critical trend reversals.
- Create, test and track personalized strategies.
- Perform a macro analysis across markets.
- Fine tune the allocation of sectors and markets.
- Analyze and optimize portfolios.
- Control risks across all your holdings.
- Run a sanity check across portfolios via aggregated portfolio ratings.
- Analyze, compare and rate sectors.
- Prepare rich and compelling reports.
