Quick guides

 

Creating a portfolio 

Starting with PortfolioRunner is quite easy.  Since PortfolioRunner is, in firs turn, a risk management tool, it requires you to create a portfolio that would be a subject for risk management.
 

Keeping a portfolio up to date

PortfolioRunner measures risks and generates personalized recommendations basing on real-time daily updated market data and your portfolio unique structure. This means you should keep your portfolio up to date, i.e. input to the system operations you made, to receive actual and adequate recommendations.

 

Receiving recommendations

This short video explains how to receive to receive recommendations or check your own and third-party signals.
 

Risk management

Although the three pre-defined risk levels (Aggressive, Balanced and Conservative) are commonly enough for most of users, PortfolioRunner provides access to Risk Management Center that allows experienced investors to tune risk level with a set of parameters.

 

News analysis

This part demonstrates notifications about stock-related analysed news and news logs.