PortfolioRunner utilizes portfolio approach to investment. It means that we optimize the whole investment portfolio and make sure your stock portfolio is at the minimal risk level. The concept of stock portfolio risk management utilized by top investment agencies and most reputable advisers is now available for everyone.
Portfolio Manager is the tool that builds your portfolio from the pool of recommendations and defines the exit strategies also know as stops. From the pool of trading recommendations generated by the strategies you've selected, the risk management engine selects only those that fit your current portfolio structure, available investment capital and preferable risk level.
Automated portfolio manager engine selects appropriate assets and diversifies your portfolio in order to make sure it is on the lowest risk level at any moment. It reduces the risk factors involved in stock investing and thus improves your trading results.
Based on your preferences, you will get personalized trading recommendations of particular stocks and ETFs and the optimal amount of shares to buy.
You can add your own investment ideas (stocks you want to buy) into the pool of recommendations and the risk management engine will define the optimal amount of investment for these securities.
The following chart visualizes the performance of virtual demo portfolios each representing a single strategy. Roll your mouse over different points on the chart to see strategy name.
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| Strategy | Test Portfolio Chart * | Risk | Inception | ROI Per Year | vs. S&P 500 | SDR Per Year | Sharp Ratio | MaxDD |
|---|---|---|---|---|---|---|---|---|
| TriaMini | Aggressive | 01/2010 | +47.43 | +38.49 | 24.19 | 1.94 | -17.75 | |
| GuruInsider | Aggressive | 04/2011 | +45.27 | +42.80 | 12.79 | 3.50 | -4.94 | |
| TriaMini | Aggressive | 01/2010 | +45.13 | +36.20 | 24.44 | 1.83 | -18.62 |