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Average Ratings 0 Ratings
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.
Description
OmniFunds operates as an automated investment platform that analyzes the market's "personality" in real-time and utilizes its unique algorithms to facilitate strategic stock shifts. This service automatically reallocates funds into stocks that exhibit the highest probability of growth in the coming week or month, while also incorporating measures to safeguard against losses when the market faces downturns. By continuously tracking various market indicators, it determines the optimal times to shift into defensive stocks, engage circuit breakers, or invest in inverse ETFs during significant market drops, and transitions back to standard investments once its internal signals signal safety. Users are kept well-informed throughout the process, as they retain complete control over the recommended trades prior to execution and receive a comprehensive record of all transactions. Additionally, this automated system aims to minimize anxiety related to market fluctuations by providing a protective layer designed to avert losses and enhance the overall investment experience. With its focus on both performance and user reassurance, OmniFunds strives to create a balanced and informed approach to investing.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Formula Stocks
Country
Denmark
Website
formulastocks.com
Vendor Details
Company Name
Nirvana Systems
Founded
1987
Country
United States
Website
www.myomnifunds.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