PREMIUM CLIENTS

Premium Research Portal

A private workspace for strategy research and live portfolio viewing.

Research Research Optimizer Run strategy optimization and validation. Research Research Portfolio Build and publish one of the three live portfolio slots.

Portfolio workspace

Portfolio Board Portfolio Control Board View the three live portfolios and combined chart. Strategy 1 US Market View and manage strategy 1. Strategy 2 Global Market & Commodity View and manage strategy 2. Strategy 3 Subsector View and manage strategy 3. Personal Personal Manual Portfolio Maintain a cloud-saved manual portfolio and watchlist.

Workspace rule Admin updates the official portfolios and public home page. Other clients save personal changes in these same three portfolio slots without changing the public home page.