Build your portfolio with our optimiser in six steps
Define your overall strategy
Set your investment amount and rebalancing frequency.
Set your investment universe
Select your investment market, sector, themes, company fundamentals and more from about 2,500 stocks from 20 countries.
Design your investment style
Choose one of our pre-set balanced, value, growth or dividend styles or design it entirely.
Specify your risk preference
Select one of the pre-defined risk preferences or configure your risk parameters along various risks dimensions.
Backtest before investing
Once you’ve built your portfolio, backtest and check how it would have done in the past before committing capital.
Automate trade routing and portfolio monitoring
Enjoy straight through order processing and whether the market moves in your favour or not, we let you set your take profit or cut loss limits.
Do you always lose money on a particular stock?
Do not worry. We allow you to exclude that ‘bad luck’ stock from your portfolio so that you are at ease with your strategy.
Run my profits and cut my losses
Want to run your profits or cut your losses?
Under normal market conditions, our smart portfolio monitoring system allows you to specify a limit on maximum possible loss, without setting a limit on the possible gain.
Your stop loss limit will move with the market price and continually recalculates the stop trigger price at a fixed amount below the market price. As the market price rises, both the stop loss limit price and the stop trigger price rise will be rejigged upwards. But if the stock price falls and hits the trigger price, then your stop loss order is submitted at the last calculated limit price.
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