techrules - investment tools
DESCRIPTION
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 OptimizerTRANSCRIPT
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
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
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
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