- Find, rank and monitor the best companies.
- Track good ideas across analysts.
- Visualise contributors and detractors to out performance and risk.
- Monitor portfolio performance and risk at anytime to generate more alpha.
- Fully automate data work flow leveraging our data warehouse and analytics engine
- Can also be used as client portal solution to demonstrate value to investors in capital growth and protection.
Out performance begins with great ideas
Be on top of best stocks using own screen definitions of Growth, Value, Momentum, Small Cap, Mid Cap or Large Cap. Easily combine definitions to build complex screens. Share ideas and tags with colleagues.
Product roadmap:
- Daily scheduled emails with stock ideas
- Fundamentals, 10-K, 10-S, and news in the same page for easy comparison
- Search in plain english "top 10 stocks in S&P 500" or "technology stocks with growing dividends"
- Spreadsheet-like custom fields (eg. Book Value * 1.2) to build models and valuations
- Equity risk factors (Axioma, Barra, Wolfe).
Monitor Firm Wide Ideas, Clients, Portfolios and Products in the same place
- Ensure stock choices align with strategy, conviction, and risk.
- Quickly deep dive and explore other stock alternatives.
Product roadmap:
- Auto refresh Prime Broker positions
- Portfolio and benchmark comparisons
- Build your custom benchmarks
For sophisticated investors and clients
- Find hedge ideas for a single stock/sub-sector/basket when liquid ETF not a good match (due to correlations, volatility or factors).
- Optimize portfolio beta, correlation and liquidity constraints
- Visualize total portfolio alpha and risk by rolling up sectors/strategies /sleeves