Tag Archives: Investment alternatives

Market volatility: I need alerts for my portfolio!

We have experienced in the last months a high volatility in the markets. Several events (Greece, China, commodities…) have broken the upward trend after the Great Financial Crisis that exploded in 2008, when the Dow Jones lost around 40% in six months. The drop in August was hard, but not so dramatic, although it has opened a new period of instability and insecurity amongst the investors.

In these cases, investors need to avoid panic. Irrational reactions are the worst and they can be the reason of losing more money, because these decisions are driven by fear. The second step is having a tool to detect alerts and obtain accurate information about the effects in my portfolio.

T-Advisor has such tool: the Alerts Module. When you create a portfolio, you can set the automatic generation of alerts.

Portfolio settings in T-Advisor

The Alerts Module reports up to 10 different situations. Some of the most important to take investment decisions about your portfolio are related to risk, a change of trend, a stop signal and a model signal triggered. You can customize them depending on your preferences.

Alerts settings in T-Advisor

Then you receive the different information in two ways: as reports in your e-mail (if you select this option) and in the module in your T-Advisor interface.

Alerts module in T-AdvisorSpecific alert in T-Advisor

After you receive the alert, you have to assess the information and take a decision. A relevant point is how to decide a change in your portfolio. Our alerts include investment ideas to substitute securities and improve the global performance. In this case, you can rebalance your portfolio, but we recommend you to use our Optimizer tool to better decide the changes.

You can also look for another investment ideas in our Market Opportunities module, in which you can find shares and funds from around 30 exchanges around the world.

Market opportunities module in T-Advisor

To sum up, as investor, do not forget that you have to care about your money. That means that, before looking for returns, you have to fight to preserve your capital, because markets are naturally unstable. That is why you have to look for tools that help you take relevant decisions for your portfolios. You need an alert system, a tool to optimize your portfolio in critical situations and a system to find alternatives to improve your investments. T-Advisor compiles all in the same interface for free. It’s time that you act as an smart investor!

 

T-Report, a high quality asset report as an investment tool

Figures and data are the main tool for investors to obtain good performances, but people don’t need only a collection of numbers, but an interpretation of them. Figures are useful when they are understood and let investors take decisions. In T-Advisor, we care about it with our T-Report, a full and detailed sheet with accurate and relevant data about thousands of assets. Let’s see what an investor may find there with an example: Apple.

First of all, you find the immediate figures about the stock: price, price change, volume, an assessment of the risk taking into account the volatility, the liquidity and our score. T-Advisor has developed its own scoring for all assets to provide investors an understandable way about the quality of them.

After that, you find the historical performance analysis. It is true that past performances do not guarantee future ones, but they show a relevant evolution to assess the interest for your strategy.

T-Report main figures

The following data are related to short-term trend. The system calculates the trend and the cycle phase to perceive if it is the right moment to enter (stay long) or wait, as the position says.

T-Report trend analysis in T-Advisor

Charts are also very relevant to perceive an asset trend. We provide in our T-Report several options to watch the chart and the evolution in the last five years. Anyone who wants to obtain deeper information may click on “View charts in charting area”.

T-Report charts in T-Advisor

Comparative tables are also useful to evaluate data. That is why we show the cumulative performance and different views from different technical models.

T-Report technical analysis in T-Advisor

Similarly, every T-Report compares the asset with the index reference to check if it performs better or worse. It also shows relevant figures as alpha and beta. It is to underline that the T-Report is full of hints that explain the meaning of all the data just locating the cursor on them.

T-Report risk and index comparison

In T-Advisor we consider that capital preservation is the main goal for an investor. The chapter devoted to risks analysis is wide, because we want to report properly about them to help investors preserve their capital. Volatility, VaR and retracement are the main figures. We also include a comparative chart that links performances and volatility from the assets and several indexes.

T-Report risk analysis in T-Advisor

Finally, if you are not satisfied, T-Report shows investment alternatives ranked by exchange and sector, so that you can find the one that fits your interests.

T-Report investment alternatives in T-Advisor

To sum up, investing is not a game. It requires time to analyze where we are going to allocate our money. Information is a main stuff to assess options and take decisions, but this information has to be properly and systematically organized. Our T-Report is the answer for these needs.