CHANGE
THE GAME
PREMIUM MOMENTUM PORTFOLIO MANAGEMENT SOFTWARE
Cutting Edge Technologies
Protect Clients Assets
Market Safety Indicator
Incorporate Trend Information to Make Smarter Investment Decisions
Track Daily Trend and Momentum Data
Measurably predict improve both Risk and Return Performance
Design Custom Strategies
Content will get added with the client later.
New Homepage Design
Our investment strategies and portfolios level the playing field with Wall Street by putting the power of award-winning, high-performance investment algorithms in your hands. Our True Sector Rotation algorithm owns the momentum leaders in bull markets, and our StormGuard algorithm invokes a Bear Market Strategy algorithm to protect and grow your assets during bear markets. We offer the following two levels of subscription services, and a 30-day free trial.
Wealth Manager Subscription:
You can select from among our readymade Prudent Portfolios, or create and edit portfolios of your own design. However, you can’t create or edit underlying strategies held by a portfolio. $299/mo.
Advanced Quant Subscription:
You can do everything the Wealth Manager can, plus import, edit or create strategies of your own in order to better address specific client needs, or test some of your own great ideas. $499/mo.
New Homepage Design
Our investment strategies and portfolios level the playing field with Wall Street by putting the power of award-winning, high-performance investment algorithms in your hands. Our True Sector Rotation algorithm owns the momentum leaders in bull markets, and our StormGuard algorithm invokes a Bear Market Strategy algorithm to protect and grow your assets during bear markets. We offer the following two levels of subscription services, and a 30-day free trial.
Wealth Manager Subscription:
You can select from among our readymade Prudent Portfolios, or create and edit portfolios of your own design. However, you can’t create or edit underlying strategies held by a portfolio. $299/mo.
Advanced Quant Subscription:
You can do everything the Wealth Manager can, plus import, edit or create strategies of your own in order to better address specific client needs, or test some of your own great ideas. $499/mo.
Automation & Simplification
- Import/customize ready-made Strategies and Portfolios suitable for clients with a wide range of risk tolerances.
- Instantaneous technical charts and statistical reports.
- Self-tuning momentum algorithms. Daily data updates.
- Strategy, Portfolio, and Trade Management Screens.
- Simple integration with Morningstar reports utility.
MPT Time Domain Extension
- Modern Portfolio Theory is 65 years old, developed long before computers could analyze daily time domain data.
- Temporal Portfolio Theory extends MPT by utilizing the cross-disciplinary sciences of Holistic Risk Management, Matched Filter Theory and Differential Signal Processing
to improve overall investment performance. - Only by owning the trend leader and avoiding the laggards can one simultaneously improve returns and reduce risk!
Diversification is Just the Start
- Risk is not a one-dimensional problem cured by a single dose of diversification. It's a multi-dimensional problem.
- Holistic Risk Management addresses risk deriving from individual companies, funds, strategies, markets, political events, natural disasters, and even personal behavior.
- Diversification is now joined by temporal "risk avoidance" and "layered portfolios" as effective risk reduction tools.
Quantifying Prudent Risk
- The FEDS (FINRA, ERISA, DOL, SEC) are silent on quantitative measures defining suitable and prudent risk management.
- While a wide latitude helps advisors satisfy client needs, it provides no basis for defense in a risk management audit.
- However, industry consensus definitions for risk-ranked portfolios are entrenched and accepted by the FEDS. Thus, their risk measures quantify suitable and prudent risk.