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Strategy Builder

Empower your investors to
build & evaluate portfolios… 

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Screen, build and test unique investment strategies

Strategy Builder enables your investors to define and evaluate well-suited strategies for selecting investment candidates using both fundamental and technical analysis. These strategies include multi-factor investment models which can be chosen from a pre-built library or created by the investor.

Personalized strategies are actionable strategies.
With Strategy Builder, your investors gain the ability to filter a universe of stocks by over 65 different factors including fundamental, technical and quantitative criteria. As they continue to refine the screener, they'll see the number of matching instruments continually update and a list of matches including their rank against the strategy. Once done, investors are left with a potential portfolio built around their unique trading style.
Enable your investing customers learn to
beat the market.
Once your investors have defined their strategy, they can test its historical performance against the index of their choice. The results will show what their annualized, short-term and long-term returns would have been across the past 10 years.

Investors can then create variations of their original strategy and retest to compare how their refinements to investment criteria contributed to better/worse returns.
Financial educational in-context
While building their strategy, investors can learn about what each criteria means for the stock and why they might consider using it within their screener.

The backtesting feature enables investors to see how selecting these criteria would perform on the market and how their strategies would benefit from updates.
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Engage, educate & empower.

Through a balanced feature set of detailed customizable options, educational guidance and community screens, Strategy Builder empowers investors of all skill levels to take control of their investments.

Embedded education
No need to memorize terminology- Transparent descriptions of each criteria are displayed when building a strategy. The backtesting results enable investors to better understand how different investment basics may impact their portfolio performance.
A sense of community
Investors love the community screens... They can easily compare their strategy to those around them or learn what the pros are doing right!