Reduce risk and enhance returns with PortfolioMason®GET STARTED
Access the latest financial developments. Retrieve stories from archives of global economic events.
Follow global markets and U.S. industry sectors in a single view. Monitor price and risk adjustments by index.
To changes in domestic and global markets. Track price movements and risk exposure levels.
Look up quotes, historical prices, intraday charts and fundamental reference data on over 1,500 ETF's. Sort by asset class, issuer, etc.
Examine ETF research with innovative risk metrics. Visualize dynamic fundamental data and technical charts with real-time correlations.
Sort and rank securities by risk, returns, risk-return ratios, volume and key fundamental metrics.
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.
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
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.
Screen securities to identify and select the best in fundamental and technical analysis, risk and sample-statistics.
Choose a risk tolerance level ranging from conservative to aggressive. Select from one of five asset allocation models to optimize your strategy.
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.
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.
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.
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.
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
- 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.