How To Build Your Own Portfolios

Figure 1. Build Your Own Portfolios Generally speaking, the stock investment process can be divided into three steps (1) Research including stock selection, technical and fundamental analysis, and market data analysis, etc. The outcome of the research is a list of potential stocks that you would like to add in your watch lists. (2) Portfolio build. Construct your portfolio from the stocks in your watch lists. (3) Portfolio management. Because of frequent market changes, your portfolio needs to be rebalanced periodically based on the predefined buy/sell rules. This site is designed to help investors to accomplish the 3 steps above easily and efficiently. The Workflow for building your own portfolios is illustrated as in Figure 1.      Browse The browse section is designed for finding new trading opportunities and developing trading strategies. We organized stocks in a hierarchy structure with the top levels being sector, industry, index component group, down to the individual stocks. With this ladder structure, you can easily browse a group of the stocks. For example, you can start with top performance industries using Industry Ranking, and then use Sector & Industry browser to thoroughly analyze the stocks within the top industries. You can also use the index component browser and ETF browser. Let's say you would like to look for stocks within the Russell 1000 (mid cap, growth) group in particular, you can start with the Russell 1000 index component, then scan the mini-charts or use filter to narrow down the results until you find your preferred stocks. If you find any stocks of interest, you can simply add them to a Watchlist with just a click of the mouse. Scan Scan is an exceptionally useful tool to find new trading opportunities in any market condition. There are four types of scan available. They are Custom Scan, Correlation Scan, Trend Scan and ETF Scan.  Using the Custom Scan, you can scan stocks based on the following criteria: Company basic, Groups(exchange,sector/industry,Index Components), Price range, Liquidity, Technicals (MACD, RSI, Bolinger Bands, Stochastic, MFI,CCI etc.) and Fundamentals (Analyst Ratings, EPS, Revenue Growth, ROE, ROA, Revenue growth, PE, Dividend, etc). We developed a quantitative model to calculate stock trendline values. The trend values are updated and ranked every trade day after market closes. Trend ranking is a relative trend measurement vs. other stocks in the stock universe. Using the Trend Scan, you can find stocks with relatively higher price movement. The Correlation Scan helps to identify relationships among stocks. It offers a metric for comparing the movement of a specific stock with other stocks and market indices. The ETF Scan is exclusively designed for ETFs. You can define your scan criteria by fund category, price range, volume, short-term and long-term performance, and technicals.  After performing the scan, you can do the following with the scan results Save and reload your scan Visually scan results with mini-charts Back-testing performance Sort the scan results Save scan results to your Watch List Continue your analysis with Analyze feature Analyze The Analyze section is designed for in-depth technical and fundamnetal analysis of a stock. Technical analysis includes most of the popular technical studies: MACD, RSI, MOMENTUM, STOCHASTICS, MFI, CCI, and Bollinger Band etc. With the fundamental charts, Fundamental analysis is easier than ever. You can look at fundamental charts in Revenue, EBIT, EPS, Profit margin, ROE, ROA, Debt/Equity ratio, Revenue growth, Earning growth etc. as shown in the figure below.    Data InvestmentEasy.com provides you with richest market data for your research needs.  You can view data online or download data directly from the website into your desktop. The historical data are split-adjusted for all listed equity securities traded in NYSE, NASDAQ, Amex and OTC BB.  The following data categories are available: Historical price data (split-adjusted) Technical analysis data (derived from price) EOD data Watch List As shown in the figure 1, Watchlist serve as an intermediate place to store the potential results from browse, scan or data analysis, etc. There are various tools for Watchlist like Watchlist Intraday Monitor, Watchlist Chart, Watchlist performance can be applied to a specific Watch List.  Since WatchList is also the main source of your portfolio, Watchlist can be classied into certain groups like LargeCap group, MidCap group, SmallCap group, Growth group, or Value group or Blend (growth and value) group, so you can build different style of portfolios from these Watchlists.                                                     Portfolio Constructing a market-beating profitable Portfolio is the ultimate goal for investors. After you have completed the research works (scan, analyze, or data analysis) and you end up with a potential stock WatchList that you wish to create your portfolio from these stocks. InvestmentEasy.com provides an easy-to-use platform for users to create and manage the diversified and different style portfolio efficiently and systematically. There are a few steps to construct your portfolios: Define your portfolio model (diversification, style (growth, value or blend) )                                 Define Buy rules  Define sell rules Create your startup portfolio Rebalance your portfolio periodically Portfolio management