Strategies: Custom and Ready-Made
You can instantly create a Strategy from scratch or import one from a list of fine Strategies
on your Strategies Management page. An AlphaDroid Strategy consists of a selection of up to
12 ticker symbols with a few trading rules,
crash protection options, and performance testing options. With AlphaDroid,
the tedious selection of most algorithmic parameters
has been
fully automated, allowing you to focus on the bigger picture of
Strategy construction just as a sports coach must focus on selecting
talented athletes likely to play well together.
The Strategies Management
page allows up to 500 Active
Strategies for managing client accounts, and 300 Sandbox Strategies for
developing and testing new ideas. You may limit the Strategies actually
displayed by setting the display filters above the Strategy table listing.
The Strategy Buy/Sell and basic performance information are displayed
without the need to drill into reports. Operating options
can be edited by clicking the blue information icon, and ticker symbols
can be edited simply by clicking them. Individual Strategies are then
assembled in client Portfolios.
Portfolios: Custom and Ready-Made
You can also instantly create a Portfolio from scratch or import one
from a list of fine Portfolios on your Portfolios Management page. An
AlphaDroid Portfolio is simply a collection of up to 12 AlphaDroid
Strategies, each with a specified allocation weight. An AlphaDroid
Portfolio makes no decision, but rather serves as an overall performance
analysis tool for the collection of Strategies used to manage a client
account.
The Portfolios Management page allows up to 150 Active
Portfolios for managing client accounts, and 50 Sandbox Portfolios for
developing and testing new ideas. You may limit the Portfolios actually
displayed by setting the display filters above the Portfolio table
listing.
The Portfolio basic performance information is
displayed without the need to drill into reports. Operating options can
be edited by clicking the blue information icon. Its special ticker
symbols specify which of your Strategies are included in the Portfolio,
and are selected from a list of your Strategies. A summary listing of
the Buy/Sell information (and any specific automated trading advice) is
displayed for each of the Portfolio's Strategies when the red Pending
Trades button is clicked.
Analysis and Reporting
and Trade Management Tools
The series of screen images to the right is a partial glimpse into the
numerous popup support screens designed to simplify the selection/construction,
operation, and maintenance of your Strategies and Portfolios. Each of these
popups is briefly described below.
/
Strategy/Portfolio
Selection To select a ready-made Strategy or Portfolio from a
popup list, click its corresponding icon. The displayed list can be
filtered to reduce its length by entering common name fragment or by
specifying its investment classification. The list can be sorted alphabetically
or by return performance. Both its charts and spreadsheet summaries
may be examined prior to importing by clicking the corresponding
icons. When you've made your final selection, click the
orange Use Selected button at the bottom to import your selection to
the Strategies
Management page.
Information The Information Icon is the control
center where you can view and edit all of the Strategy and Portfolio
parameters that describe it, including its name, trading rules,
investment classification, investment group, chart options, and
various algorithmic parameters.
Instant
Charts AlphaDroid charts are always freshly made on
request so that each editing change and every daily data update is
always included in each of its seven sub-charts detailing important
measures of risk and return.
Automated Trade
Advice/Warning AlphaDroid produces automated analytical trade
advice to help you decide if now is the time to on-board a Strategy,
help you get re-synchronized with the Strategy, or what course of action
to take if special fund hold rules may be violated.
Signaled and Acknowledged Trade Histories The Trade
Signal History popup displays the series of trades produced by the
Strategy's algorithmic model, which includes one day of execution delay
so that modeled performance reflects achievable trades. Additionally, a
record of trade acknowledgements and trade substitutions is saved to the
database for internal systems review and portfolio reporting purposes.
Notice: Your use of this site is
considered evidence that you accept our Terms of Use and Privacy
Policy, and is considered equivalent to your signature.
AlphaDroid, True Sector Rotation, StormGuard, SwanGuard, Polymorphic
Momentum and Temporal Portfolio Theory are registered trademarks of SumGrowth, Inc. All materials copyrighted 2014
SumGrowth, Inc. AlphaDroid's
automated investment analysis tool provides no financial investment advice specific to
anyone's life situation. SumGrowth, Inc. is not a
registered investment
advisor.