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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.

Description

A key feature of effective investing lies in securing superior returns without a proportionate increase in risk. Benjamin Graham was a pioneer of the margin of safety principle, which serves as a foundation for our technology. Although risk can never be fully eradicated, our focus is on identifying exceptional companies that are undervalued, thereby reducing the inherent risks associated with stock investments. Another strategy involves quantitative investing, where one invests in a collection of stocks—often around 40—that share specific winning characteristics. These characteristics are based on over 200 quantitative and qualitative metrics calculated for each stock. This evaluation results in the AI-score, which ranges from -100 to 100 and reflects the stock's investment appeal. Joe is dedicated to helping you achieve better returns on your investment. He finds satisfaction in investing in a remarkable business that demonstrates strong growth potential and possesses an excellent business model, all while being acquired at a price significantly below its true worth. Ultimately, this strategic approach allows for both growth and risk management in the investment landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
PitchBook

Integrations

Microsoft Excel
PitchBook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Allocator

Founded

2012

Country

United Kingdom

Website

www.allocator.com

Vendor Details

Company Name

Formula Stocks

Country

Denmark

Website

formulastocks.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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