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.
Stress Test (R)
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.
Stress Test (G)
Advisor Check (R)
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.