techrules - investment tools

4
Investment Tools More than 20 years of experience support our methodology Provides a quantitative analysis for the understanding of an asset performance, in a short, medium and long term. It also supplies financial information of the requested values, therefore when applying the acquired knowledge our client can make an objective analysis and find real investment opportunities. The T-Report is understood as a guidance tool to help our clients to make the right decisions, moreover a system to evaluate market’s trends and invest in the right direction. Broad asset universe Quick and easy to integrate with existing applications History of TechRules model recommendation Objectivity in the analysis Benefits TechRules Investment Tools provides online analytical tools that allow our clients to obtain quantitative information of the market in a fast and objective way. With more than 20 years of experience in the market, our methods are considered a worldwide reference. We tailor financial information to each customer´s specific needs. Our analysis is completely independent, and the methodology applied to the prices series not only enhances the website, but also offers investors with analysis methods focused on risk control. Easy to understand, use and monitor. Available Tools T-Report TM Track Record of TechRules’ models Investment alternatives per market and sector TechRules model signs Historical track record Trend analysis Technical indicators Risk analysis Beginner Advanced

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TechRules investment tools provides analytical tools that allow to obtain quantitative information of the market in a fast and objective way. T-Report WatchList Screener Markets News Investment Opportunities Global Analysis My favorite list Portfolio Manager Charting Portfolio Optimizer

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Page 1: TechRules - Investment  Tools

Spain T. (+34) 91 357 39 00 [email protected] www.techrules.com

Investment Tools

More than 20 years of experience support our methodology

Provides a quantitative analysis for the understanding of an asset performance, in a short, medium and long term. It

also supplies financial information of the requested values, therefore when applying the acquired knowledge our client

can make an objective analysis and find real investment opportunities. The T-Report is understood as a guidance tool

to help our clients to make the right decisions, moreover a system to evaluate market’s trends and invest in the right

direction.

Broad asset universe

Quick and easy to integrate with existing applications

History of TechRules model recommendation

Objectivity in the analysis

Benefits

TechRules Investment Tools provides online analytical tools that allow our clients to obtain quantitative

information of the market in a fast and objective way. With more than 20 years of experience in the market,

our methods are considered a worldwide reference.

We tailor financial information to each

customer´s specific needs.

Our analysis is completely independent, and

the methodology applied to the prices series

not only enhances the website, but also offers

investors with analysis methods focused on

risk control. Easy to understand, use and

monitor.

Available Tools

T-ReportTM

Track Record of TechRules’ modelsInvestment alternatives per market and sector TechRules model signsHistorical track recordTrend analysisTechnical indicatorsRisk analysis

Beginner Advanced

Beginner Advanced

My Portfolio Manager

My Portfolio Manager is based in a methodical and quantitative analysis that includes a set of tools designed to

integrate all daily and historical data needed for the portfolio management.

Portfolio SummariesPortfolio Allocation Analysis Portfolio and allocation risk analysisRelative performance

TechRules Charting tool can be customized by the user, not only by the criteria of frequency or type of chart, but

also by adding the technical indicators that are most suitable to their investment strategy.

Charting

The Charting options are: Different Charts type (OHLC, lines, candlestick charts)

Technical Indicators: regression lines, RSI, MACD, Momentum and VolumeEvolution vs. index

Portfolio Optimizer applies the principles of the Modern Portfolio Theory (MPT)

and Capital Asset Pricing Model (CAPM) for the analysis and optimization of

an asset portfolio, ETFs, bonds, and other types of assets.

Portfolio Optimizer

Beginner Advanced

Beginner Advanced

S i T ( 34) 91 357

P

a

a

Portfolio Optimizer

Beginner Advanced

not only by the criteria of frequency or type of chart, but

ble to their investment strategy.

Beginner Advanced

Page 2: TechRules - Investment  Tools

Watchlist

WatchList is a market analitic interactive tool that makes possible the creation of daily tracking history of each asset

in a short, medium and long term. Furthermore a comparison among the assets facilitates the selection of those

that show a better performance.

TechRules Global Analysis

TechRules Global Analysis is a useful service that allows an objective analysis of markets’ trends and identifies the

variations of the markets with enough time to make the most accurate and effective investment decisions.

Historical performanceLast session informationRisk and performance TechRules model signsRelative performanceTechnical indicatorsStock comparisonCorrelations matrix

Beginner Advanced

Beginner Advanced

Beginner Advanced

Analyzes investment opportunities among

assets, funds, ETFs, bonds, etc., using

different criteria. It is an advanced searching

tool that allows multiasset and multicurrency

investment opportunities analysis.

Screener

This tool shows the evolution, trend and risk

parameters of the main markets in the world. It

provides access to a complete, detailed and

individual report. It is adjustable and limitless,

always in accordance with client’s requirements.

Markets

NewsUpdated summary with the latest and most important news of

the national and international financial markets. It can be

customized and fed with the news coming from the data that the

client chooses. Furthermore, could provide the details of the

origin of the news (source and exact time).

It´s an advanced and statistical algorithm

used to identify those financial products that

should be taken into account to create

trading opportunities. The assets are carefully

tracked due to their recent behavior, which

turns them into buying and/or selling

opportunities.

Investments Opportunities

TechRules Global Analysis offers:

Simultaneous market analysis

Analysis and explanation of model’s signs

Market speed analysis

Statistics of the usability

Access history (number of entrances in the last months and Complete market history)

My Favorite List enables a set list of preferable or desired assets,

where the evolution of those assets are shown. It analyzes the

performance (WatchList), compares the different assets between

them and provides a complete and detailed report of each asset

(T-Report).

My Favorite List

Beginner Advanced

Beginner Advanced

Beginner Advanced

Beginner Advanced

Global Maps

Global Trends

T

GlGlllobbbbobob lllalalal MMMMMMapapapsss

Global Trends

Globobalal M Mapapss

g

Beginner Advanced

Page 3: TechRules - Investment  Tools

Watchlist

WatchList is a market analitic interactive tool that makes possible the creation of daily tracking history of each asset

in a short, medium and long term. Furthermore a comparison among the assets facilitates the selection of those

that show a better performance.

TechRules Global Analysis

TechRules Global Analysis is a useful service that allows an objective analysis of markets’ trends and identifies the

variations of the markets with enough time to make the most accurate and effective investment decisions.

Historical performanceLast session informationRisk and performance TechRules model signsRelative performanceTechnical indicatorsStock comparisonCorrelations matrix

Beginner Advanced

Beginner Advanced

Beginner Advanced

Analyzes investment opportunities among

assets, funds, ETFs, bonds, etc., using

different criteria. It is an advanced searching

tool that allows multiasset and multicurrency

investment opportunities analysis.

Screener

This tool shows the evolution, trend and risk

parameters of the main markets in the world. It

provides access to a complete, detailed and

individual report. It is adjustable and limitless,

always in accordance with client’s requirements.

Markets

NewsUpdated summary with the latest and most important news of

the national and international financial markets. It can be

customized and fed with the news coming from the data that the

client chooses. Furthermore, could provide the details of the

origin of the news (source and exact time).

It´s an advanced and statistical algorithm

used to identify those financial products that

should be taken into account to create

trading opportunities. The assets are carefully

tracked due to their recent behavior, which

turns them into buying and/or selling

opportunities.

Investments Opportunities

TechRules Global Analysis offers:

Simultaneous market analysis

Analysis and explanation of model’s signs

Market speed analysis

Statistics of the usability

Access history (number of entrances in the last months and Complete market history)

My Favorite List enables a set list of preferable or desired assets,

where the evolution of those assets are shown. It analyzes the

performance (WatchList), compares the different assets between

them and provides a complete and detailed report of each asset

(T-Report).

My Favorite List

Beginner Advanced

Beginner Advanced

Beginner Advanced

Beginner Advanced

Global Maps

Global Trends

T

GlGlllobbbbobob lllalalal MMMMMMapapapsss

Global Trends

Globobalal M Mapapss

g

Beginner Advanced

Page 4: TechRules - Investment  Tools

Spain T. (+34) 91 357 39 00 [email protected] www.techrules.com

Investment Tools

More than 20 years of experience support our methodology

Provides a quantitative analysis for the understanding of an asset performance, in a short, medium and long term. It

also supplies financial information of the requested values, therefore when applying the acquired knowledge our client

can make an objective analysis and find real investment opportunities. The T-Report is understood as a guidance tool

to help our clients to make the right decisions, moreover a system to evaluate market’s trends and invest in the right

direction.

Broad asset universe

Quick and easy to integrate with existing applications

History of TechRules model recommendation

Objectivity in the analysis

Benefits

TechRules Investment Tools provides online analytical tools that allow our clients to obtain quantitative

information of the market in a fast and objective way. With more than 20 years of experience in the market,

our methods are considered a worldwide reference.

We tailor financial information to each

customer´s specific needs.

Our analysis is completely independent, and

the methodology applied to the prices series

not only enhances the website, but also offers

investors with analysis methods focused on

risk control. Easy to understand, use and

monitor.

Available Tools

T-ReportTM

Track Record of TechRules’ modelsInvestment alternatives per market and sector TechRules model signsHistorical track recordTrend analysisTechnical indicatorsRisk analysis

Beginner Advanced

Beginner Advanced

My Portfolio Manager

My Portfolio Manager is based in a methodical and quantitative analysis that includes a set of tools designed to

integrate all daily and historical data needed for the portfolio management.

Portfolio SummariesPortfolio Allocation Analysis Portfolio and allocation risk analysisRelative performance

TechRules Charting tool can be customized by the user, not only by the criteria of frequency or type of chart, but

also by adding the technical indicators that are most suitable to their investment strategy.

Charting

The Charting options are: Different Charts type (OHLC, lines, candlestick charts)

Technical Indicators: regression lines, RSI, MACD, Momentum and VolumeEvolution vs. index

Portfolio Optimizer applies the principles of the Modern Portfolio Theory (MPT)

and Capital Asset Pricing Model (CAPM) for the analysis and optimization of

an asset portfolio, ETFs, bonds, and other types of assets.

Portfolio Optimizer

Beginner Advanced

Beginner Advanced

S i T ( 34) 91 357

P

a

a

Portfolio Optimizer

Beginner Advanced

not only by the criteria of frequency or type of chart, but

ble to their investment strategy.

Beginner Advanced