FinEquities

Create a tailored stock portfolio, based on the filters provided in our Screener.
It offers real-time information on all filter data, which are necessary to analyze each stock (+1000).
Portfolios may be saved and a monthly report generated on portfolio performance. Access is also provided to any information at any time, related to risk management.

FinEquities

Create a tailored stock portfolio, based on the filters provided in our Screener.
It offers real-time information on all filter data, which are necessary to analyze each stock (+1000).
Portfolios may be saved and a monthly report generated on portfolio performance. Access is also provided to any information at any time, related to risk management.

FinEquities Pro RoboAdvisor ©

Just a few clicks away and by trusting our algorithm, you will have the chance of obtaining the best, automatically recommended, stock portfolio.

Our RoboAdvisor immediately studies your request, based on your profile, needs, invested capital and/or any filters selected, in order to obtain the best stock portfolio.

This portfolio will be based on all descriptive, fundamental and technical analysis data that need to be studied to ensure the best portfolio composition.

FinEquities Pro RoboAdvisor ©

Just a few clicks away and by trusting our algorithm, you will have the chance of obtaining the best, automatically recommended, stock portfolio.

Our RoboAdvisor immediately studies your request, based on your profile, needs, invested capital and/or any filters selected, in order to obtain the best stock portfolio.

This portfolio will be based on all descriptive, fundamental and technical analysis data that need to be studied to ensure the best portfolio composition.

What does the algorithm do?

Our RoboAdvisor, as an automatic manager for portfolio design and as part of its investment strategy, takes sector diversification into account, as well as company size, historic prices, fundamental and technical analysis filters, optimum entry prices, number of shares to purchase (based on capital), recommended Stop Loss and weight of each stock in the overall portfolio.
A huge number of functionalities, backed up with cutting-edge technology, are just a click away, screening data in real time to design the best recommended portfolio.

Our goals

  • To create portfolios in companies that are at their investment prime, with the greatest track record.
  • To protect user investments by managing each stock’s risk, through the “Stop Loss” order.
  • To recommend an entry price for each stock and to update the Dynamic Stop Loss order each time stock prices increase. This will protect your capital and earnings.
  • Accurate knowledge of your investment’s risk limit at all times, as well as periodic information on any changes.

Discover our presence

We cover leading international stock markets, integrating their main benchmarks.

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