Portfolio Builder/Analyzer

A Smart New Portfolio Analyzer/Builder

Diversify your portfolio globally and trade only the leading sectors

A tedious but vital trading task now made very simple !

Easily Import and analyze your current portfolio

Modify or build a new globally diversified portfolio

Download and update stock data absolutely FREE

Easy analysis and editing with pie and bar charts

Create and save custom market scanning filters

Succeed through global and sector diversification

Simple step-through graphically illustrated help

Includes hundreds of tradable international stocks

Pie Chart Editing & Analysis

Creating a robust properly diversified portfolio, which spans the globe weighted in favor of the leading industry sectors, can be a daunting and tedious task. Now with this new easy to use software the job is made relatively simple.

You can analyze a portfolio by simply selecting or cris-crossing the sectors and regions. Double clicking a region or a sector button will open the floating editor with a dynamic list of all the companies belonging to that sector and region combination.

The companies can then be saved in a portfolio or exported for analysis in any other charting software that you are using. Pie Charts can be split according to industry sector, country or continent.

The Main Interface & Floating Editor

Import or export individual companies or entire portfolios. Easy drag and drop editing with a floating portfolio editor which can be opened from any analysis area. Rapid market scanning with the help of custom filters to identify stocks from a specified region and/or industry sector.

Tree View Editing & Analysis

Coming to grips with the complexity of the market industry structure has never been easier. This nested tree view will assist you to quickly become familiar with how each industry splits into its component sub-sectors.

At the top of the tree is the INDUSTRY which splits accordingly as shown above: You can use this tree view component to locate the desired companies in any specific sector within seconds and with pinpoint accuracy.

Bar Chart Editing & Analysis

At a glance it will be obvious whether or not your portfolio is properly diversified and balanced. Similar to the Pie Chart section, you can analyze and edit a portfolio or NYSE index file simply by opening it in the Current Portfolio List box on the right side of the Main Interface. Cris-cross any Sector and/or region by clicking the appropriate buttons. Double clicking a region in the list box or a sector button will open the floating editor with a list of all the companies belonging to that sector and region.

The companies can then be saved in a portfolio or exported via the clipboard for analysis in what ever charting software you are using.

Custom Region & Sector filters

This is where the application gets very interesting, as you can select just those Regions and Industry sectors that you want to include in your portfolio. Filter settings can be created and saved under a unique name for use when scanning a portfolio or index at a later date.

The Scrap Book

The scrap book should be viewed and used as an organizer, to keep memos and anything else that you would jot down and want to store. It is great for storing symbol lists as well. You can add, edit and delete page tabs at the click of a button, and there is no limit to the number of pages that you can create. To open a page simply click on the appropriate page tab. To create a page; enter a name in the box provided and click the create button.

Step-by-step graphically illustrated help

This software comes with a very easy to follow step-by-step help manual where every topic is graphically illustrated and explained in detail.