How to Use

Upon clicking on STOCKS on the main page, you will be directed to stocks page, where you can either enter a specific stock ticker (or company name) to search for the ticker or select from a convenient drop-down menu. The platform undertakes intricate calculations, requiring some time to deliver the results for that selected stock. The Result Interpretation section comprises four informative tabs:

Portfolio Building Steps

Select a Approach

Determine Stock Fit Based on Approach

Approach 1 Evaluation
Approach 2 Evaluation
Approach 3 Evaluation

Review and Rebalance your Portfolio

Re-assess your portfolio so built every 3 months/ six months to identify stocks that still meet your criteria. Stocks not fitting your approach have to be sold thereby providing opportunity to add new entrees to the portfolio that may have now fit your approach.

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