The Perfect Formula for Your Investors

Strategy Builder™ enables your investors to define and evaluate well-suited strategies for selecting investment candidates.

Build your own strategy Your investors can filter the universe of stocks with over 65 different factors including fundamental, technical and quantitative criteria.

Engage, Educate & Empower. Through a balanced feature set of Topical Themes, Preset Screens, Educational Guidance and Detailed Customizable option. Strategy Builder™ empowers investors of all skill levels to take control of their investments.

Features

• Multi-Factor Screening: Filter stocks using 65+ criteria including technical, fundamental, and quantitative factors.
• Backtesting Engine: Evaluate historical performance of strategies against benchmarks to validate effectiveness.
• Thematic Investing: Explore curated lists based on trends like 5G, ESG, or Sharia-compliant portfolios.
• Preset & Community Screens: Start with expert-built strategies or explore shared community screens.
• Alerts & Mobile Access: Stay updated with email alerts and mobile-optimized design for on-the-go investing.