Assuming you have done the research works (scan, analyze, or data analysis) and you end up with a potential stock lists that you wish to create your portfolio out of these stock lists. InvestmentEasy.com provides an easy-to-use platform letting users easily create diversified, different style portfolio in minutes.  

(1) Create Portfolio

In order to create the portfolio, you first need to create a portfolio model that define your portfolio characteristics(e.g. diversification, styles (growth, value, blend )) 

(A)  Define Portfolio Paramters:

Parameters	Explaination
Portfolio Name	The name of your portfolio
Benchmark Index	The bench mark Index to compare the performance with (S&P 500, Dow, and Nasdaq)
Starting Capital	The initial investment amount
Max Number of Positions	The maximum number of positions in your portfolio
Max Industry Weighting	The Maximum industry weighting percentage (diversify)
Minimum Lot Size	The rounded share number (ethier 1,10, 100).
Rebalance Mathod	manually rebalance or Automatic rebalance(weekly,Bi-weekly, monthly)(next release)
Commission Type	Flat fee per trade or percent of market value
Watch Lists Source	The stock sources from your watch lists. (e.g wl_growth, wl_value, wl_blend, wl_midcap, etc.)
Description	The short description about your portfolio

 (B) Define Buy Rules

The stocks in your watch list is the stock you would like to buy. Buy rules add more finer control over your portfolio and provide a high level checking before put into your portfolio. For example, the buy rule Benchmark Performance can be used to control buys over market condition. if you don't want to buy stocks at the bear market, the following buy rule can be used:  Benchmark Performance > 0.5%.  

Buy Rule	Explaination
Trend Rank	The stock is above certain trend rank (1 to 99)
Industry Ranking	The rank for the Industry the stock belongs to is the certain level (1 to 214)
Relative Strength with Benchmark	Relative strength compared with Benchmark in percent
Short-term Benchmark Performance	The market condition to buy stocks

Note: buy rules are optional. If mutiple buy rules are specified, all rules must be true in order for a stock to be bought.

(C) Define Sell rules

Sell Rules are needed to sell a position. If no Sell Rules are given, the original positions will be held forever. If mutiple sell rules are specified, either one of the sell rules are true for a stock to be sold.

Sell Rule	Explaination
Trend Rank	The stock is above certain trend rank
Industry Ranking	The rank for the Industry the stock belongs to is the certain level.
Relative Strength with Benchmark	Relative strength compared with Benchmark in percent
Target Return	The maximum percentage of return
Stop Loss	The maximum percentage of Stock loss
Holding Days	Maximum holding days

Figure 1.  Portfolio Model Example

Figure 1.  Create Startup Portfolio Example

 (2) Rebalance Portfolio

The rebalance process will check each parameter to make sure they are in the range defined. If they are not, the rebalance will adjust it by creating some sell or buy transactions. For example, if the industry weighting limit is broken as the price change, the rebalance process will create some partial sell order to adjust the industry weighting. Thereafter, it checks the sell rules, if there is any stocks meet the sell rules, then sell-off the positions. The final checking is the buy rule check, if there are any stocks meet the buy rules and there are available cash, and then allocate the new positions. The Figure 3. below described the rebalance process. Figure 4. shows an example of rebalance results. As you can see, the two stocks (ZOLL, MIDD) are sold off due to the sell rule of Trend rank. The trend ranks for both stocks have fallen below 70. The cash came from the sells is used for buy new positions. The proposed transactions are optional, you can reject some of the transactions, and then you need to recalculate the allocations.

Figure 3.  Portfolio Rebalance Process

Figure 4.  Portfolio Rebalance Example

(3) Monitor Portfolio

The portfolio positions are updating every minute during the intraday. We developed a real-time sophisticated porttfolio monitor tool that you can watch your portfolio in terms of positions, price change, market value, weighting, return and asset allocations, etc) as shown in Figure 5.  You can also watch the performance charts and daily portfolio market value change, and cash and equity percentages (shown in Figure 6).  All the buy/sell transactions can be viewed and edited as shown in Figure 7.  

  Monitor Portfolio Positions

Figure 5.  Portfolio Positions Monitor Example

Monitor Portfolio Performance

Figure 6.  Portfolio Performance Monitor

Monitor Portfolio Transactions

Figure 7.  Portfolio Transactions Monitor Example