The Research Section includes the Research Hub, the ETF Screener and the ETF Comparison Tool. These three tools are where you start to build Portfolios for your clients. ETF Screener Use this tool to evaluate ETF’s using criteria important to you and your clients. You may create and save screens to use on a regular …
The Research Section includes the Research Hub, the ETF Screener and the ETF Comparison Tool. These three tools are where you start to build Portfolios for your clients. ETF Comparison is designed to allow you to compare two or more ETF’s on the basis of multiple variables, including performance over 3 or 6 months, YTD, …
This Diagnostic/Compare enables the analysis of a single portfolio as well as the comparison of two separate portfolios. First, select an initial portfolio to evaluate from the drop down menu as shown. In this same window, you can see the number of ETF’s, Stock’s and their Power Gauge Ratings, or other assets held in the …
User’s Guide – Portfolio Management – Diagnostic/Compare Read More »
In this Tab you can view existing Portfolios or Create New Portfolios. The Portfolios may contain a mix of ETF’s and Equities. Refer to Instructions in the Dashboard. There are three ways to create a Portfolio in PortfolioWise. Import a list from a .csv file Manually add one or more items to create your portfolio …
The Research Hub enables you to research individual ETF’s or Equities. You can use this function to research individual positions in an existing Watchlist or a Portfolio. You may also create a new watchlist or portfolio from the Research Hub. You may also print the information on an individual ETF or Equity to share …
Dashboard – Ratings Scan This allows you to scan Watchlists and Portfolios by Power Gauge Rating In the example above, all existing Watchlists in the aggregate have 16 Equities or ETF’s with Bullish Potential, 22 Equities or ETF’s with Neutral Potential, and 8 Equities or ETF’s with Bearish Potential. The same functionality is available for …
Quick Start – Create a New Watchlist: From the Quick Start Menu, you may create a new watchlist, add a new portfolio or update your profile and report preferences. You may also access the Quick Guide from this Menu. Create a New Watchlist: A new watchlist may be created by importing a list, by manually …
My Account is used to set your preferences for using PortfolioWise. The first section is My Profile. This is where you set parameters including your Name, Email Address, the Logo of your Firm, a Photograph, and your Personal Disclaimer. You may also Customize Reports generated by PortfolioWise. You may customize your research reports to include …
While many aspects of “virtual” technology have been around for a while now, recent events have sparked a renewed interest in digital ways of connecting. Particularly, more people are adopting remote business interactions, as seen by the 300%+ increase in online meeting usage. My own father, who had never joined an online meeting before two …
“Virtual” Is Now A Reality – A Digital Way To Client Acquisition Through Show and Tell Read More »
While most advisors or even affluent self-directed investors are familiar with the large number of Equity and Bond ETF options, many don’t realize just how expansive the ETF “jungle” of a universe really is. Whether it be theme-based, strategy-based, hedges or even annuities, you name it and there is likely an ETF for that! Let …
Looking for Market Alternative Investments? There’s an ETF for that Read More »
