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An Alert and Portfolio Manager with built in Risk
Management and Money Management rules. Rules provide total automation
of your position sizes for new buys and accumulates (add to position). |
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The Intelledgence Fundamental List ranks stocks according to their
value. The list comprises of Gold Medal, Silver Medal, Bronze Medal
and Qualifier categories. |
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Number of positions and position sizes are fully
customisable to suit your own personal risk level. |
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Position sizes are automated according to market and volatility
risk. Further sophistication increases position sizes by fixed 'premium'
percentages should a trade be on the industry leading Intelledgence
Fundamental List. |
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Focuses on both ASX200 constituents AND the Intelledgence Fundamentals
List. Stocks that pass the fundamental filter are included even
if they are not on the ASX200. |
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Market Risk Snapshot. |
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ALL-ORDS PE Ratio + CPI chart which is updated regularly. |
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Monthly fundamental updates ensure precise fundamental
examination of key historical balance sheet items ranked by a world
first 'performance index' and 'value index' (earnings yields, dividend
yields, PE Ratios, Return on Equity and more). Alert customisation
through the desktop software and email alerts so that you are immediately
alerted to buy, sell, accumulate, take profit signals and trailing
stop loss (TSL) updates which are relevant to your profile and portfolio.
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The Intelledgence Portfolio Manager provides detailed
historical adjusted dividend reporting for all trades and supports
for Dividend Re-investment Plan (DRP) and Imputation Credits. |
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Comprehensive online manual explaining all of the
intricacies of the methodology including money management and risk
management rules. |
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Integration with Global Portfolio System (GPS) whereby
the Intelledgence buy and sell signals are shown on the relevant
stock charts (coming soon).
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