Analysis and optimization of mutual funds and investment portfolios.

Analyze

Analyze

Don't settle for an obsolete comparison of mutual funds against their peers in a category. Find which funds are best on a truly risk‑adjusted basis. Discover the real exposure of funds and portfolios to sectors, industries, commodities, and regions.

Substitute

Substitute

Emulate mutual funds that have high management fees, front/rear loads or investment minimums, or are closed to new investors. Gain intra‑day trading capability in your investments. Use substitute portfolios to harvest tax losses while staying invested.

Buy-Sell

Buy-Sell

Overcome the lack of performance persistence of actively‑managed mutual funds. Use proprietary signals to capitalize on periods of fund outperformance and avoid periods of underperformance. Easily visualize long‑term performance trends.

Evaluate

Evaluate

Apply patented RealAlpha™ and RealBeta™ measures to determine whether active management of a portfolio truly adds value. Preserve confidentiality of trades, positions, and dollar amounts. Instantly back‑test various investment strategies.