Tag Archives: investment ideas

T-Advisor gets more social with new recommendation asset tools

A year ago, T-Advisor faced a great evolution with the 3.0 version. A user-friendly look and feel, new tools and innovations and, above all, the creation of a financial community. These breakthroughs have opened new possibilities and we have answered to them.

The exchange of ideas is one of the great demands amongst the users of every financial solution. Nobody wants to feel alone. We prefer to share our knowledge, experiences and ideas. This is the point of our recent evolution in T-Advisor 3.0. We get more social and promote the exchange of recommendations. How?

  • A new asset report with recommendation options

New asset report in T-Advisor

Don’t worry! We keep our T-Report, but we show the assets with a more attractive and easy-to-understand design. You can include the asset in your own portfolios clicking on the portfolio icon or just follow its evolution clicking on the chart icon. In addition, you can recommend buying or selling the asset.

  • Follow-up of other users’ recommendations

All your followers will receive an alert in their notification inbox when you do any bullish or bearish recommendation. In the lower modules of the asset report, you will also find the user that makes a recommendation. If you click on your user profile, you can watch all your recommendations with statistics and filters to select the information.

Recommendation module in personal user profile in T-Advisor

  • A specific tab with all recommendations

The module “Investment ideas” enlarge the contents with a tab for all recommendations made by our users. You can select buy and sell proposals and the asset category. There are two rankings: the most recommended assets and the users that recommend better.

Recommendation tab in investment ideas module in T-Advisor

Our social features in the beginning are still there: ratings for users and portfolios, users medal and score portfolio rankings, the chance of following other users, amongst others, as we already commented in former posts.

If you are already a T-Advisor user, let’s begin sharing. Recommend your favourite assets or warn about your worst selections. If you are not a user yet, we invite you to discover our community where self-directed investors are ready to share their knowledge and apply the best advance investment tools to obtain the best results. That happens only in a platform: T-Advisor!

What market opportunities do we post and why?

T-Advisor, your suite for self-directed investment management, has a module to help investors find new ideas to improve their returns. These “Investment ideas” has a list of market opportunities from exchanges around the world that our algorithm selects and update every Monday. That is why we post every week a selection of them, but what criteria do we use to choose you some of them?

First of all, we look into all the markets to find what stocks have been selected. The screen shows initially just some figures from the securities of each market. We take into account the trend. We opt for the ones with bullish trend and with less than 1% slope. Why? Because we prefer stable and progressive increases instead of sudden ones which makes the security more volatile.

Market opportunities screen in T-Advisor

The selection keeps on checking several figures in the T-Report:

  • The liquidity grade: it has to be higher than 5
  • The score: it has to be also higher than 5 or 6
  • The performance: it has to be positive in the year and show also a positive figure in the last year, to confirm that the stock did not suffer a strong variability.

T-Report screen with liquidity, score and performance

Finally, we also look the 1-year chart. We avoid charts with strong variations or sudden jumps upwards. We prefer steady positive trends to avoid high risks. You can find the difference clearly in these charts:

Chart with low slope in T-Report

Chart with high slope in T-Report

We consider that investments should be for a long-term. Trading is also a possibility for investors. We are not critical with it, but we prefer a more stable model. That is why our weekly proposals tend to be bets for that idea. Of course, markets change daily, but it does not mean that investors have to react immediately to every event. Portfolios should tend to be stable and include changes when your goals and risk profile change, because you evolve also as investors, or when your securities do not play a positive role anymore. That is why it is relevant the long-term view. That avoids sudden changes… and mistakes guided for the moment.

Investment Ideas: Satorius AG

Each week we will post a suggestion to be considered if you are looking for good investment ideas and stocks to watch.

Do not miss it, for this week we have: Satorius AG

Sartorius is one of the world’s leading providers of laboratory and process technologies and equipment. It’s key customers are from the biotech, pharma and food industries, as well as from public research institutes and laboratories. Sartorius operates its own production facilities in Europe, Asia and America, and also has sales offices and local representatives in more than 110 countries.

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sartorius trend analysis

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