Portfolio Creation & Management 

Asset Allocation Analysis
 User fills in account name and number and amount of investment capital, then checks the appropriate box for Risk Tolerance, Portfolio Objective, and Time Period. Program immediately calculates and displays the default asset allocation among 12 investment instruments. PIMS employed Arbitrage Theory and Efficient Frontier theory to develop the asset allocation database.

 
Search Analysis
 Search Analysis provides the option to specify search limits on from one to twenty-one fundamental and technical evaluation criteria. The program then searches through the entire stock universe and creates a list of stocks that meet all specified criteria limits.  There are 21 SEARCH CRITERIA are fixed within the program into 5  Types of Criteria.

 

TOP 50 Stock Analysis Printouts
 Eight different Top 50 printouts are provided which yield "instant" lists to assist portfolio managers increase their performance and productivity. Included are the:

bulletTop 50 Blue Chip Return on Equity
bulletLast 50 Recorded Earnings Surprises
bulletTop 50 P/E to Growth (PEG) Ratios
bulletTechnical Analysis Top 50 - Price & Volume Rating Method
bulletFundamental Rank Top 50 - 5 Rank Methods

 

Winning Portfolio Printouts
 One or more up to all ten different winning portfolios may be marked and the program automatically calculates and prints out the portfolios. Included in the ten portfolios are:

bulletDogs of the Dow
bulletDow Jones Industrials
bulletS&P 100 Index - Top 25 Return on Equity Stocks
bulletS&P 100 Index - Top 25 Highest Ranked Stocks

 
Stock Market Money Flow Industry Category
This powerful calculation is included within the Portfolio Creation module.  The USER may chose any two time points over the last four years to calculation both relative and absolute money flow per industry category of which there are 82.  Example time periods are:
bulletLAST WEEK's MONEY FLOW
bulletLAST MONTH's MONEY FLOW
bulletLAST QUARTER's (13 WKS) MONEY FLOW
bulletLAST YEAR's (52 WKS) MONEY FLOW
Two printout options are available; a one page % by category and a two page detailed printout showing each categories money flow in $M units.

 
Option Valuation
Users are required to input five values to setup each option valuation case.  The five inputs are:
bulletStock or Index Ticker SYMBOL
bulletPut or Call
bulletStrike Price
bulletWeeks to Expiration
bulletEst. Cash Dividend During Option Period

Option valuation is based on the Black-Sholes framework and represents a theoretical risk-free rate of return approximation - the model does not take into account short term news or rumors that may be affecting actual market option valuation.

 

ETFs + CEFs Portfolios
More than 150 ETFs and CEFs are divided into 11 categories covering worldwide investing. Portfolios may be created and backtested by saving the chosen individual securities symbols to IE’s Portfolio Creation module.

 
ETFs + ADRs Portfolios
More than 350 ETFs and ADRs are divided into 50 categories covering worldwide investing. Portfolios may be created and backtested by saving the chosen individual securities symbols to IE’s Portfolio Creation module.

 
Trading By Formula Sets
57 Trading Formulas provide the User with both fundamental and technical market analysis methods to create trading algorithms. Each Formula Set created by User may be backtested directly by this model using the databases included with Investor’s Edge.

 
Currency Trading Model
Eight major currencies are tracked weekly from 1996 thru current time. The model algorithm provides BUY, HOLD, SELL signals that may be acted upon each weekend relative to the closing prices on Friday. User controlled Stop-loss and Stop-gain basis points may be set for each currency trade. Backtesting performance results are automatically calculated by the model according to the Stop-loss Stop-gain settings.

 
Other Models include:
bulletStock Portfolio Creation Studies
bulletInvestment Advisor Analysis
bulletProspect/Client Communication
bulletStock Market Indicator Trend Analysis
bulletPortfolio Tracking

User controls the amount of investment capital and the time period over which performance is calculated. Comparison to the S&P 500, Dow Jones Industrials and the NYSE Composite Index is recorded at the bottom of the printout.