The underlying concepts of PortfolioRunner strategies is an essence of economical and mathematical research & analysis lasted for more than 5 years. Technically, strategy is a set of algorithms developed by PortfolioRunner team and integrated into unique decisive engine. This means that user can not affect any calculations performed within chosen strategy, but has access to and can modify vital parameters that govern search for “good” stocks to buy and monitors open positions to sell in right moment.
To receive recommendations, you have to designate one or several strategies for your portfolio.
For detailed information about how particular strategy works, please refer to the following links:
Tria strategy
Floa strategy
The result of calculations performed by the engine depending on a strategy, recommendation’s filter and risk management settings is a set of recommendations (stock symbols) to buy or sell. THIS SET OF RECOMMENDATIONS IS UNIQUE AND PERSONALIZED FOR EACH AND EVERY USER, RESULTING FROM THE USER'S RISK MANAGEMENT SETTINGS AND ALSO VOLUME AND STRUCTURE OF PORTFOLIO ITSELF.
By default you receive recommendations for a current date, e.g. recommendations that were generated based on stats ending last trade day data. However, you can review history of recommendations by selecting appropriate period of time. It might be helpful if you’re recommended to buy or sell some stock by any third party, but cannot recall if PortfolioRunner has also recommended those ones. Or you know some fast-growing stocks, but do not have them in your portfolio, then you can check if PortfolioRunner recommended them to you earlier and consider adjusting your risk management settings.
PortfolioRunner will also send you e-mail notifications (to an e-mail address indicated in your registration form), informing about new recommendations for your portfolio.
