Features
PortfolioBuilder & Genie powered by EPARCS, an institutional grade Portfolio Intelligence engine with 6+ years of live market experience.
PortfolioBuilder
Build your personalised portfolio.
Define your risk level, pick your preferred sectors and your defined capital inflow and frequency.
Let our proprietary engine construct and allocate the portfolio for you!
Receive a portfolio you can safely invest in!
PortfolioGenie
Already have a portfolio? Genie is here for you!
Simply take a picture or input your holdings and let Genie give you a portfolio health check.
Genie provides you with three alternatives, which you can test, and play with in our Backtest & Simulation Lab!
QualAnalysis & Analyser
The right analysis gives you an edge!
Once you build a new or analyse an existing portfolio, analyse every stock you hold both qualitatively and quantitatively.
Our QualAnalysis and Analyser combines a fundamental and technical analysis of every stock you hold with short term and long term signals using our proprietary valuation engine as well!
All your stock needs centralised in one location, whether that be stock news, financials or the technical indicators you love!
Backtest & Simulation Lab
Stress Test your portfolio against known periods of extreme market turbulence and your own identified custom date ranges.
See how your new portfolio has done against the market during the same period of time and get a explanation of why it reacted the way it did to help you understand markets better and improve your selections.
Through Genie, stress test your current portfolio against the Genie alternatives during several market moments and get an explanation of what reacted and why.
Shock Report
Do you really know how well your portfolio absorbs market shocks?
Whether you made a new portfolio through Builder or analysed an existing one with Genie, get a shock report with a rating of how insulated your portfolio really is.
Through Genie find other portfolios with different shock ratings and choose one your prefer.
Share that report with your friends and family!
Market Environment Gauge
Don't know when to deploy your capital?
Our Market Environment Gauge gives you personalised market environment updates taking into account your portfolio and the broader market environment.
Get prudent deployment signals through the Market Environment Gauge!
Macro Regime Analysis
...and many more for
you to find!
Prepare yourself and test your portfolio against potential macro regimes.
Macro Regime Analysis, analyses your portfolio against several macro regimes and give your a detailed explanation about your portfolio vs the market through Builder and your portfolio vs others and the market through Genie.
Get a detailed breakdown of what part of your portfolio protects you and provides you momentum during different macro regimes!