Self-directed fund investors seeking an automated means to track existing portfolios and report on opportunities as they present themselves.

Informed Decisions

• Know when it may be time to capitalize on shifting markets.

Reduced Risk

• Portfolio rebalancing restores portfolios to their original asset allocation, reducing risk.

Enhanced Performance

• Models reflect better performance when consistently following a rebalancing strategy.

Secure

• We do not ask for your investment account numbers.

Private

• We collect minimal information to make our service run smoothly, protecting your privacy.

As a software service, we provide you with the following core features:

Portfolio Monitoring

• We track your portfolios

Alerts

• You receive alerts when opportunities to capitalize occur

Consolidated Portfolios

• Keep track of all portfolios in one location

Intraday Valuation

• Portfolios are checked during market hours, facilitating same day trades

Analytics

• Relevant tools to aid with portfolio management

Rebalancing Calculator

• Minimize rebalancing efforts by calculating exchanges

We believe you are your own best investment advisor. We also believe that an investment portfolio’s asset allocation combined with strategic rebalancing drives long term success. And it is through this belief we developed this software to help our subscribers build wealth by using time and technology to their advantage.