Stock Portfolio Management
Portfolio Management
A Power Tool Like No Other
Use our stock portfolio management software to analyze your portfolio's performance, assess it for compliance with one or more investment strategies, or learn which trades will bring it into compliance with any number of strategies.
Key Advantage: Know the extent to which the positions of your portfolio match your investment approach and how they're trending under the approach.
Daily Portfolio Monitoring
Bloodhound Tracks Your Portfolio Daily
Our stock portfolio manangement software tracks your portfolio daily against one or more investment strategies.
Key Advantage: Daily monitoring of your portfolio relative to your investment approach lets you assess the performance of your postions and their overall impact on your portfolio's returns all in the context of your chosen investment approach. No other platform offers it.
Stock Portfolio Accounting
Transparency into Every Transaction
Bloodhound not only tracks the performance of your portfolio, it maintains a record of every transaction impacting your portfolio including receipt of dividends and the impact of corporate actions.
Key Advantage: View deep descriptive detail of every transaction affecting your portfolio's performance. Audit transactions back to your brokerage statements.
Strategic Fit
Assess Your Portfolio's Holdings
Uniquely, Bloodhound can tell you if your portfolio holdings match an investment strategy. It can tell you to what extent they match it and how they are trending under the strategy. No other investment platform can do that.
Key Advantage: Benefit from knowing to what extent your positions match an investment approach. Gain early insight into upcoming trading opportunities.
Sector Weightings
Assess Your Portfolio's Sector Weightings
Bloodhound can help you determine if your portfolio is well diversified, thereby minimizing risk, or highly concentrated in a few sectors, thereby increasing its risk.
Key Advantage: Gain an edge by knowing which sectors contributed to your gains, which to your losses. Adjust your investment strategy accordingly.
Chart Alpha
Riding the Tide or Outperforming?
With its time series charts, The Bloodhound System™ makes it easy to view the Alpha generated in your portfolio since its inception date.
Key Advantage: Benefit from knowing the Alpha your investment strategy has contributed to the performance of your portfolio.
Rebalancing
Realign the Weightings of Your Portfolio
Bloodhound's Rebalancing Tool tells you exactly how best to rebalance your portfolio. It tells you which stocks to buy/sell and in what quantity.
Key Advantage: Leverage our Rebalancing Tool to implement a strategy of regular rebalancing at certain thresholds to provide harmony between allocation goals and cost minimization.
Recommended Trades
Aligned with Your Chosen Strategy
Bloodhound automatically provides trade recommendations to implement an investment strategy along with alerts when holdings no longer meet your strategy's rules and recommends a replacement.
Key Advantage: Unique, industry-leading solution for generating implementable ideas consistent with a validated investment strategy.
