Financial Management Software

Tips To Improve Trading Results

November 20, 2018
Categories:

Many traders are simply putting in the hours, thinking that if they spend enough time around the markets, analyzing charts, reading books, and taking online courses, their skill level will improve. While it’s important to have a solid understanding of trading, putting in extra hours won’t necessarily increase a traders…

Read More
group of business people around table

Tips To Help You Better Understand Algorithmic Trading

November 17, 2018
Categories: ,

Algorithmic trading is one of the most efficient and innovative trading strategies that both short-term traders and long-term investors can utilize to increase their profits while mitigating risk. Basically, algo trading is a form of trading that is based on a set of predefined rules or instructions, accounting for past…

Read More
laptop on a desk

The Risks Associated With Portfolio Rebalancing

October 26, 2018
Categories:

One of the biggest questions in the investment world with no sure answer is ‘when should investors rebalance their portfolios?’. Many financial experts recommend rebalancing your portfolio at least once a year. Others will recommend rebalancing once each equator. No matter how often an investor rebalances their portfolio, the idea…

Read More
hands on laptop keyboard

A Quick Guide To Backtesting For Traders

October 7, 2018
Categories:

One of the best ways to determine how well a trading strategy will perform is by backtesting. Backtesting is a vital component of the development of an effective trading system. Backtesting uses historical market data to reconstruct trades that would have taken place in the past using rules set by…

Read More
man on phone looking at multiple screens

Three Myths About Investment Portfolio Software

September 8, 2018
Categories:

Whether it is for managing their own personal portfolio or a client’s portfolio, many investors are recognizing the increasingly sophisticated market environment, and are choosing to explore investment management software as a way to streamline information and processes. Although we are surrounded by technology, many firms and investors are fearful…

Read More

Common Myths of Algorithmic Trading

August 12, 2018
Categories:

With the emergence of new technologies, it becomes crucial to have an understanding of the concepts related to it, otherwise , it can lead to mistakes that result in losses. Algorithmic trading is one trend in the investment world that has experienced rapid growth and therefore surrounded by many myths…

Read More
hand holding phone and other hand on laptop keyboard

Common Asset Allocation Mistakes Made By Investors

June 5, 2018
Categories:

Asset allocation is the process of spreading or diversifying investments across a range of various asset classes and geographical regions. Asset allocation is essential for a financial investor to become successful and is an effective way to reduce the amount of risk that an investor’s portfolio faces. In the past,…

Read More
charts and a laptop on desk

A Introduction To Exchange Traded Funds

March 7, 2018
Categories:

Exchange Traded Funds, also known as ETFs, have been one of the most brilliant and successful financial developments in recent years. First introduced in the early 1990’s, the demand for ETF’s has grown significantly, as the fund’s features have been attractive to both individual and institutional investors. In fact, in…

Read More
lots of numbers and stocks

Three Portfolio Rebalancing Approaches

February 23, 2018
Categories:

For financial investors, finding the right balance between risk and reward can be a challenge. We have all heard the common proverbs that are used throughout the financial industry — don’t place all of your eggs in one basket, never bet all your money on one roll of the die,…

Read More
man on laptop looking at charts

An Advisors Guide To Understanding Asset Allocation

February 19, 2018
Categories:

Asset allocation is essential for financial advisors to be successful. Advisors use asset allocation to divide their clients’ money among different asset classes, such as stocks, bonds, and cash alternatives, such as money market accounts. Each asset class has varying risk profiles and potential returns. The purpose of asset allocation…

Read More