THE FIRST SMART PLATFORM FOR STOCK EXCHANGE ADVICE

DISCOVER THE FIRST ROBOADVISOR TO AUTOMATICALLY CREATE STOCK PORTFOLIOS

Do you want to have your own stock portfolio without having to depend on collective financial instruments, fees or external decisions?
Do you want to be able to decide on your own tailored stock portfolio, with access to all the necessary data?
Do you want our FinEquities Pro RoboAdvisor © to advise you and automate your portfolio’s composition?

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Smart Equity Platform

The FinEquities platform has been developed with cutting-edge data and analysis systems for all component stock

SMART: Intelligent, fast and effective. Data screening, automatically and instantaneously, based on filter options

EQUITY: In-depth study on stock listed in the largest markets (+1000)

PLATFORM: A digital platform that gathers all the necessary data for an investor in portfolio design or advice

HOW DOES IT WORK?

Is this the first time you are investing on the stock markets?
Would you rather be recommended a portfolio, or would you prefer to design it yourself?

HOW DOES IT WORK?

Is this the first time you are investing on the stock markets?
Would you rather be recommended a portfolio, or would you prefer to design it yourself?

Smart-Beta

SMART BETA FINEQUITIES

Through SMART BETA FinEquities we design portfolios with specifically determined parameters, based on criteria chosen for sophisticated investors (on demand).

A filtering and subsequent Descriptive, Fundamental and Technical Analysis of data on all companies covered by the selected parameter, through our algorithm, allows us to select the best stock in each one of our SMART portfolios.

Choose the equity portfolios that best reflect your investment profile.

SMART BETA PORTFOLIOS

Have you considered how to protect your investments?

MANAGE YOUR RISK, PROTECT YOUR INVESTMENTS

WHAT IS RISK MANAGEMENT?

PRESERVING AND PROTECTING THE CAPITAL INVESTED

Faced with potential volatility, news, splits, changes in the management, mergers and many other eventualities that are characteristic of listed companies, there is a totally necessary item: Risk Management.
Capital preservation and protection may be achieved by analyzing variables such as volatility, price, volume, etc. limiting potential falls due to bearish trends or protecting earnings in a bullish scenario.
Stop Loss, Stop Gain and Dynamic Stop Loss limit and protect investment risks, through an order to purchase or sell stock at a given price.

STOP LOSS

A sale order, limited to a price below stock purchase prices. Any potential loss is limited, and the order is only executed if the stock drops to this price. Since we are aware of any such potential loss, we are able to quantify the risk.

STOP GAIN

A sale order capped at a price above stock purchase prices, but below its currently listed price. The aim is to secure a certain level of earnings. The order is only executed if the stock reaches such price, guaranteeing certain earnings.

STOP LOSS DINÁMICO

The price that would trigger the sale order (STOP LOSS) for the stock is constantly updated.
This sale order price is gradually updated according to stock performance, based on all the parameters foreseen.

STOP LOSS

A sale order, limited to a price below stock purchase prices. Any potential loss is limited, and the order is only executed if the stock drops to this price. Since we are aware of any such potential loss, we are able to quantify the risk.

STOP GAIN

A sale order capped at a price above stock purchase prices, but below its currently listed price. The aim is to secure a certain level of earnings. The order is only executed if the stock reaches such price, guaranteeing certain earnings.

STOP LOSS DINÁMICO

The price that would trigger the sale order (STOP LOSS) for the stock is constantly updated.
This sale order price is gradually updated according to stock performance, based on all the parameters foreseen.