Features

Reduce risk and enhance returns with PortfolioMason®

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Market Watch

Access the latest financial developments. Retrieve stories from archives of global economic events.

Financial News

Follow global markets and U.S. industry sectors in a single view. Monitor price and risk adjustments by index.

STAY CONNECTED

To changes in domestic and global markets. Track price movements and risk exposure levels.

Symbol List

Look up quotes, historical prices, intraday charts and fundamental reference data on over 1,500 ETF's. Sort by asset class, issuer, etc.

ETF Analyzer

Examine ETF research with innovative risk metrics. Visualize dynamic fundamental data and technical charts with real-time correlations.

Rankings

Sort and rank securities by risk, returns, risk-return ratios, volume and key fundamental metrics.

THOROUGH RESEARCH

Investment success begins with thorough research

Access the information you need to analyze and evaluate securities using world-class risk, fundamental, technical and correlational analytics.

STRATEGY BUILDER

Create winning investment strategies using superior analytics and advanced screening tools.

Identify, sort and rank securities for optimal selection. Complete each investment strategy by "optimizing" with a leading asset allocation model.

Build your strategies using a simple 3-step process

1

Security List

Define an initial list yourself or start with all securities. Refine investment choices by asset class, leverage, inverse and legal structure. Select a portfolio rebalancing frequency; monthly, quarterly or annually.

2

Strategy Filters

Screen securities to identify and select the best in fundamental and technical analysis, risk and sample-statistics.

3

Asset Allocation

Choose a risk tolerance level ranging from conservative to aggressive. Select from one of five asset allocation models to optimize your strategy.

PORTFOLIO OPTIMIZER

Influenced by Nobel Prize winners in Economics

Choose from a select menu of acknowledged asset allocation models. See side-by-side historical performance comparisons for each model. Apply a model to generate your final portfolio allocation.

Algorithm Used

+ Dynamic Portfolio OptimizationTM (DPO)
Developed in 2005, DPO applies the latest in mathematical advancements to traditional allocation models. The DPO model is superior at measuring risk & correlation for optimizing risk-adjusted portfolio metrics. The DPO model dynamically adapts to changes in market conditions.
+ Fama-French Factor (FF)
The FF model (circa 1992) improves upon MPT and CAPM by introducing factors believed to improve long-term performance. These factors include: Size (market capitalization), Beta (risk performance) and Value (lower P/E, higher dividends).
+ Arbitrage Pricing Theory (APT)
The APT model advances MPT and CAPM by introducing macro-economic factors designed to improve a financial asset's forecasted returns and future performance. APT was introduced in 1976.
+ Modern Portfolio Theory (MPT)
Also known as the Capital Asset Pricing Model (CAPM), MPT combines risk, return and correlation metrics to enhance risk-adjusted returns. MPT was introduced in 1952, and later improved with CAPM in 1961.
+ Equally Weighted (EQW)
Equally-weighted portfolios distribute an equal monetary allocation to each security within the basket of portfolio holdings. EQW is the oldest and least sophisticated approach to asset allocation.

Dynamic Portfolio OptimizationTM

PortfolioMason's proprietary DPO model combines powerful new formulas that more accurately estimate risk, return and correlation; the fundamental components of asset allocation.

DPO works like a Doppler Radar, using more current data and advanced algorithms to produce a better forecast of future results.

ALERTS

Set and receive daily notifications when securities and portfolios reach critical thresholds

Markets are dynamic. Recognizing changes that may impact performance is essential to success. Choose from a broad range of quantitative and qualitative factors; including fundamental data, risk tolerance levels and technical indicators.

REPORTS

Examine, Evaluate, Analyze

Examine portfolio composition to ensure continued alignment with stated investment objectives.

Evaluate current sector and fund universe constraints. Analyze current and historical asset mixes.

Analyze current and historical risk levels, and asset mixes.

MY PORTFOLIO

Create custom views, add and edit alerts and track securities.

Obtain fast, easy access to information about your securities, strategies and portfolios. Build or adjust your strategies. Monitor and rebalance your portfolios. Run key metrics and performance reports.

EDUCATION & TRAINING

Video Tutorials, Continuing Education

PortfolioMason offers an array of financial trainings, content and resources, tailored to your needs:

  • 1:1 Coaching
  • Webinars
  • Speaking Engagements
  • Onsite Trainings
  • Continuing Education Courses
  • Special Events

CUSTOM WEB SOLUTIONS

Branding, web design, content hosting and cross-platform integration.

Select the features you want. PortfolioMason will host a new site with the look and feel of your company, running our technology on the backend.

Watch videos on how to use our product