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).
The Intelledgence Fundamental List ranks stocks according to their value. The list comprises of Gold Medal, Silver Medal, Bronze Medal and Qualifier categories.
Number of positions and position sizes are fully customisable to suit your own personal risk level.
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.
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.
Market Risk Snapshot.
ALL-ORDS PE Ratio + CPI chart which is updated regularly.
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.
The Intelledgence Portfolio Manager provides detailed historical adjusted dividend reporting for all trades and supports for Dividend Re-investment Plan (DRP) and Imputation Credits.
Comprehensive online manual explaining all of the intricacies of the methodology including money management and risk management rules.
Integration with Global Portfolio System (GPS) whereby the Intelledgence buy and sell signals are shown on the relevant stock charts (coming soon).



     

Original material on this site is copyright © 1999-2011 Share Wealth Systems. All rights reserved
Disclaimer | Privacy Policy | Financial Services Guide

SUPPORT

Share Trading Software| SMSF | Market Software | Technical Analysis