Portfolio Builder

Create your own custom investment portfolios. Portfolio Builder automatically calculates the optimal amount to allocate to your preferred combination of stocks, mutual funds, exchange traded funds (ETFs) or currencies found in the Technician symbol universe. Allocations are generated based on your selection of daily, weekly or monthly price data.

Portfolio Tracker

Manage risk proactively. Portfolio Tracker calculates the combined value of your custom investment portfolios and automatically draws a “red alert” line. When the value of your portfolio goes below this line, it’s time to be defensive and take action.

Periodic Returns

What upside and downside performance can you expect from your investments? Stress Test (R) makes it possible to visualize and review the periodic (day-to-day, week-to-week, month-to-month) return of your custom investment portfolio over time. While past performance is not indicative of future performance, poor historical performance is a bad sign of things to come.

Historical Growth

Stress Test (G) makes it possible to visualize and review the combined price and total (including estimated dividends) return of your custom investment portfolio over time.

Periodic Returns

Have you ever wondered how the investment portfolio recommended by your advisor performed in the past? Now you can use Advisor Check (R) to visualize and review the periodic (day-to-day, week-to-week, month-to-month) return. Simply enter the ticker symbols and the percent allocated to each and see for yourself.

Historical Growth

User Advisor Check (G) to visualize and review the combined price and total (including estimated dividends) return over time of the investment portfolio recommended by your advisor. Could be an eye-opener.

Volat Deciles

Deciles give us a more detailed look into the level of price volatility, and is used to adjust cash OR leverage levels on a more granular level.