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The following screenshot shows how users can search for small cap industrials where the Vanguard has increased their position . Note the availability of selections with regards to holdings, price to book and price to earnings for further refinement on selections.

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Recovering from Lows

The following screenshot shows how users can search for large cap oil and gas exploration stocks that are less than $100 with more than 50% price left to recover from last price drop . Note the availability of selections with regards to drawdown periods and price ranges for further refinement on selections.

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Risk Adjusted Returns

The following screenshot shows how users can search for mid cap aerospace and defense stocks with major risk adjusted ratios (Sharpe, Burke, Calmar, Sortino and Omega) . Note the availability of selections with regards to longevity of these ratio as reflected in price trends.

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Using the ‘Compare’ feature, you can compare your favorite stocks using multiple dimensions. ‘Compare’ provides comparisons using Performance Metrics, Price Performance, Monthly Returns, Historic Risk and Risk Adjusted Performance. ‘Compare’ also provides an AI-powered comparison summary.

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Build and optimize a winning portfolio

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