AlphaDroid Portfolios

If you can read this, please force a refresh of page files . Hit Ctrl-F5 or click twisted arrow icon.

Portfolios Management
UserName:	Login As: Manage Accounts

Display Only These Portfolios

Order List By

Active/Sandbox

In Groups

Has Classification

Name Includes

Clear
Options

Name
Classification
Portfolio No.

Active
Sandbox

First Row:

Active Portfolios: These Portfolios generate Trade Alerts. Click a Portfolio symbol position to edit/create a Custom Portfolio.

No.	Portfolio Name	Score - R.Risk - MDD			Select - Edit - View				Pos1	Pos2	Pos3	Pos4	Pos5	Pos6	Pos7	Pos8	Pos9	Po10	Po11	Po12	Trades	Move

Note: More Active Portfolio rows will be created as others are filled.

Sandbox: This is your "Portfolio Evaluation Playground."

No.	Portfolio Name	Score-Safety-MDD			Select - Edit - View				Pos1	Pos2	Pos3	Pos4	Pos5	Pos6	Pos7	Pos8	Pos9	Po10	Po11	Po12	Trades	Move

Note: More Sandbox Portfolio rows will be created as others are filled.

Icon Legend:

Portfolio Information

Portfolio Selection

View Portfolio Chart

Reports

Delete Portfolio

Clear Display Options

Move to Sandbox List

Move to Active List

Move Strategy

Move Up One Row
Move Down 1 Row
Move To Row
Activate/Deactivate
Insert Empty Slot Above
Insert Empty Slot Below
Move From Here Up

Select A Portfolio to Import

Limit Search To These Specifics:
Name/Phrase:
Classification:

Include My Portfolios

Include Standard Portfolios

Import A Portfolio:

Paste in Portfolio-ID above, then click button above.

Sort By: Name All Yrs Return 10Yr Return 3Yr Return Score R.Risk MDD

Owner	Portfolio Name	Classification	All-Yr Return	10-Yr Return	3-Yr Return	Score	R.Risk	MDD	Chart

Click on a listed Portfolio above to highlight it and select it. Then click on the Use Selected button below.

Cancel

Use Selected ▶

Select Strategy for Position

Search:

Weight:

Classification

Groups:

History of Changes:

Enter the first few letters of the Strategy name in the text box above. Click on a listing below to select, then click the
Use Selected button below.

Number	Strategy Name	Classification

Delete Current Fund

Cancel

Use Selected ▶

Customize Portfolio Name:

Import/Export Portfolio-ID:

Notes on Portfolio:

Classification:

Groups:

Delete Group

Add New Group

FlexChart Start/Yrs:

White Reference Index:

Automatic S&P-500 AGG-Bond Average

Pos#	Strat#	Strategy Name	Alloc.Weights		Chart	Signals	Actual

Cancel

Save

Portfolio Reports

Portfolio for:

Trading Report	Preview Report Online
Detailed Performance Analysis	Download Spreadsheet
Close

Portfolio #

Pos#	Strat#	Strategy Name	Alloc.	Sell	Buy	Chart	History	Acknowlegement	Inf.

Notes:
1. Symbols in Parentheses are substitutions.
2. Always review charts to confirm your Strategy is operating as properly
before making trades and ask questions if something doesn't look right.

Acknowledge All Trades

Active - Send Trade Alerts

Monitor - No Trade Alerts

Strategy Trade Signal History

Trade Signal Execution Date	Sell	Buy	Days Held (fund sold)	Reference Return	Strategy Return	Reference Value *	Strategy Value *

Notes:
1. This is the list of trade signals as generated by the Strategy processing algorithm, not your execution record.
2. (*) The Values for both the Reference and the Strategy start with a hypothetical $1,000 on the first trade listed.
3. Reference may be S&P500 or AGG, see Strategy chart.

Download Summary Data

Warning: Premium Strategies Require a Current Subscription

Your Portfolio contains at least one Premium Strategy. A paid subscription is required in order to view the most recent trade information online and to receive email Trade Alerts for Premium Strategies.

FREE Strategies, of course, may continue to be used and will show the most recent trade information online and will produce email Trade Alerts.

To start or renew a subscription, click the Place Subscription Order Now button. Otherwise, you may want to eliminate all Premium Strategies from your Portfolio Account Positions to prevent this message from showing again in the future.

Header Text Programatiaclly Set

Strategy	Trade Signal	Trade Date	Sell Fund	Buy Fund	Action Taken

Notes:
1. This is the Trade History for Acknowledged Trades, Rejected Trades, or Strategy selection changes for this Account Position.
2. (****) Sell and Buy fund symbols for the most recent trade are not shown for un-subscribed Premium Strategies.
3. Symbols in Parentheses are subststituted Symbols.

Available Trade Options

(1) Click the Broker link to go to your brokerage account and make the trade and then return here and click the Acknowledge Trade button so AlphaDroid does not send you reminders.

(2) Delay making the trade until a later or better time and don't click the Acknowledge Trade button until then.

(3) Reject this Strategy in favor of another by changing the Strategy for this Account Position by clicking the icon.

(4) Exit for the sidelines to sit in cash for a while by changing to the FREE Public Strategy called 'Sideline in Cash' by clicking the icon.

Advice or Warning:

Acknowledge Trade For

Sell

Buy Recommended

Buy Substitute

Ticker:

Acknowledge Trade

Name:

If a Substitute Fund is shown, it will be the Acknowledged Trade.

Enter a ticker symbol, words, or phrases below to search.

Substitute Search:

Symbol	Fund	Min Hold Days	Early Trade Fee

Search Notes: Use the blue Previous and Next buttons to view more listings. Click to select an entry and designate it the Buy Substitute.

Cancel

JPEG:

Copy & Paste:

Right-Click the chart below and select "Copy" or "Copy Image" to place a copy of the JPEG onto your computer's clipboard, and then paste it into the document of your choice. Note: some simple emails formats cannot handle inserted pictures. However, the format of an email can generally be changed to allow insertion of graphical content mixed with text.

Send URL Link:

The URL link above for this chart may be copied and pasted into emails and other documents. This JPEG will continue to be hosted on our server for about 30 days after its creation. Please make your own private copy if you need something that lasts longer.

Referral-ID Links:

Please consider taking advantage of our Referral Program by including the below links in your message/posting. Your personal Referral-ID is embedded in each link and will give you referral credit should someone open a SectorSurfer account within 90 days of clicking one of them.

• SectorSurfer Home Page:       http://SumGrowth.com?referralId=xxx
• Example Strategies:               http://sumgrowth.com/InfoPages/Sector-Rotation-Strategies.aspx?referralId=xxx
• Strategy Hall of Fame:            http://sumgrowth.com/InfoPages/HallOfFame.aspx?referralId=xxx
• True Sector Rotation Theory: http://sumgrowth.com/InfoPages/Sector-Rotation-Theory.aspx?referralId=xxx

Please wait a moment. Your JPG is being created.

Log In
New Users: Click Here.

User Name:
Password:

Cancel

Stay Logged In.

Forgot Password? Click Here.

Security Question	Answer

Email My Password: Click Here.

Create an Account

To start your 30 day free trial.

Set User Name & Password

Before we can take you through the Sign Up Steps, we must create an account for you with a User Name and Password. They must each be 6 - 20 alphanumeric characters in length.

User Name:
Password:
Confirm Password:
First Name:
Last Name:
Email:
Confirm Email:
Phone#:
I understand AlphaDroid is an automated data analysis tool. SumGrowth, Inc. provides no personalized financial advice, and that I take full fiduciary responsibility.

Set Security Questions

In case you later forget your User Name or Password, we can remind you of these by email after you answer two selected security questions. Please select the questions and provide an answer for each below.

Question 1:
Answer 1:
Question 2:
Answer 2:

Cancel

Create Account ▶

Looking for the Alpha Sheet? Visit:

TheAlphaSheet.com

Sign-Up Page

Your Trial Subscription Includes These Features:

Ready To Use Investment Strategies

AlphaDroid offers dozens of ready-to-use strategies, and portfolios suitable for a wide variety of client types.

Advance Momentum Algorithm

AlphaDroid strategies use our proprietary, advanced momentum algorithms to select the best-trending fund from a pool of up to 12 candidates based on market trends.

Effective Strategy Management

Manage up to 500 investment strategies and 200 portfolios on AlphaDroid for efficient client account organization.

Market Crash Protection

AlphaDroid's StormGuard algorithm advises strategies to move to safety during market downturns, preventing significant losses for investors.

Design Custom Strategies

Create custom investment strategies from scratch using AlphaDroid's financial planning tools for both advisors and investors.

Automated Trade Alerts

You'll receive Trade Alert email notifications when your strategies make new trades.

Subscription Types

Free Trial

Start with a Free Trial! Your Free trial will provide full Quant access for 30 days.

Wealth Manager: $499/month

It's as simple as selecting from our set of readymade Portfolios for each client. You can edit the allocation weights within a portfolio or change any of its underlying strategies, but you cannot edit or create new strategies of your own. The Alpha Sheet is included with Wealth Manager subscriptions.

Advanced Quant: $699/month

As a Quant, you can do everything the Wealth Manager can, plus import, edit or create strategies of your own in order to better address specific client needs, reduce trading costs, build a 401k strategy or simply test your own great ideas. The Alpha Sheet is included with Quant subscriptions.

Home Page | Disclaimers | Privacy Policy | Terms of Use | Security | Our Company | Site Map | Contact Us

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.