This page describes how PortfolioRunner makes investment research done more quickly and efficiently.
Discouraged by complexity when looking for your next great stock investment? PortfolioRunner discovers latest investment ideas using
3 types of investment strategies:
Technical strategies (based on pattern recognition methods, indicators, etc.)
Fundamental strategies (calculating ratios, making projections, discounting, etc.)
Community strategies (tracking the latest stock picks reported by some of the best known communities of stock market investors)
Even a very good trading system or investment strategy is absolutely worthless without a method of managing your money and risks. Your management strategy should answer the following questions:
How much money should I risk on every trade?
PortfolioRunner provides an intuitive interface to determine how many shares should be bought to achieve better diversification
and maximize portfolio's return for a preferred risk level.
When to exit a trade?
PortfolioRunner determine an exit point for any trade to lock in profit or fix loss. So PortfolioRunner preserve your capital to ensure
you can trade another day.
| Strategy | Test Portfolio Chart | Risk | Inception | ROI Per Year | vs. S&P 500 | SDR | Sharp Ratio | MaxDD |
|---|---|---|---|---|---|---|---|---|
| Penia | Aggressive | 01/2009 | +167.44 | +157.23 | 3.63 | 2.88 | -19.03 | |
| Osmia | Aggressive | 01/2009 | +156.03 | +145.82 | 2.91 | 3.34 | -20.98 | |
| TriaUni | Aggressive | 01/2009 | +88.13 | +77.92 | 2.18 | 2.49 | -14.42 | |
| Sysia | Aggressive | 01/2009 | +69.02 | +58.81 | 2.45 | 1.72 | -21.35 | |
| Reversal | Aggressive | 01/2009 | +64.38 | +54.16 | 2.23 | 1.76 | -28.74 | |
| OffCenter | Aggressive | 01/2009 | +62.13 | +51.92 | 1.79 | 2.10 | -26.88 | |
| Wedia | Aggressive | 01/2009 | +61.01 | +50.80 | 1.96 | 1.89 | -24.15 | |
| Tria | Aggressive | 01/2009 | +60.78 | +50.56 | 1.85 | 1.99 | -18.72 | |
| Ceria | Aggressive | 01/2009 | +53.22 | +43.01 | 1.78 | 1.80 | -24.19 | |
| Zigia | Aggressive | 01/2009 | +51.51 | +41.30 | 2.18 | 1.42 | -31.67 | |
| GStockPick | Conservative | 05/2010 | +40.80 | +37.71 | 1.26 | 1.92 | -6.32 | |
| Recia | Aggressive | 01/2009 | +37.40 | +27.19 | 1.96 | 1.13 | -21.78 | |
| Suro | Aggressive | 01/2009 | +33.42 | +23.20 | 1.98 | 0.99 | -22.49 | |
| Dynamo | Aggressive | 01/2009 | +29.15 | +18.93 | 1.71 | 0.99 | -31.01 | |
| TriaMix | Aggressive | 01/2009 | +26.69 | +16.48 | 1.62 | 0.95 | -26.66 | |
| FoolPick | Conservative | 05/2010 | +9.73 | +6.64 | 1.21 | 0.38 | -5.12 | |
| Value | Conservative | 07/2010 | +0.75 | +11.52 | 0.31 | -0.35 | -1.90 |
Your news sources give a massive amount of information which is overwhelming? PortfolioRunner cuts down all the noise
providing you with two powerful features.
1. Categorization:
PortfolioRunner engine assigns positive or negative flag to appropriate news
(classification facility uses
a number of classified text examples and learns how to classify newely received texts using language models).
2. Extraction Summary: PortfolioRunner engine locates statistically significant sentences inside the text.
| Header | Price Ch.,% | Category | Summary |
|---|---|---|---|
| Faruqi & Faruqi, LLP Announces Investigation Related to the Acquisition of ZymoGenetics, Inc. -- ZGEN | +84.20 |
positivewith 99 percents of probability |
Faruqi & Faruqi, LLP Announces Investigation Related to the
Acquisition of ZymoGenetics, Inc. -- ZGEN
Published September 8, 2010 4:43 PM
Faruqi & Faruqi, LLP, a leading national securities firm headquartered in New York City, is investigating the Board of Directors of
ZymoGenetics, Inc. ("ZymoGenetics" or the "Company") (NasdaqGM: ZGEN) for potential breaches of fiduciary duties in
connection with their conduct related to the sale of the Company to Bristol-Myers Squibb Company (NYSE: BMY). The proposed transaction offers ZymoGenetics shareholders to only receive $9.75 in cash for each share they own. |
| Qiao Xing Universal Announces Proposal to Acquire All Outstanding Shares of Qiao Xing Mobile | +37.60 |
positive with 99 percents of probability |
Qiao Xing Universal Announces Proposal to Acquire All
Outstanding Shares of Qiao Xing Mobile
HUIZHOU, China, Sept. 8 /PRNewswire-Asia-FirstCall/ --
This press release is issued for information purposes only and does not constitute an offer to sell or the solicitation of an offer to
subscribe for or buy any security, nor is it a solicitation of any vote or approval in any jurisdiction, nor shall there be any sale,
issuance or transfer of the securities referred to in this press release in any jurisdiction in contravention of applicable law. |
| California Bank Agrees To Submit Improvement Plan To Fed | -10.30 |
negativewith 99 percents of probability |
The plan must consider actions the board of directors will take to improve the bank's condition. Published September 7, 2010 11:14 AM -By Jeff Bater, Dow Jones Newswires; 202 862 9249; jeff.bater@dowjones.com |