The process comprises four stages, in each of which you will have to indicate your choices. Equity Optimizer will use a Big Data Analysis tool to suggest changes to your portfolio, based on your chosen parameters.
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No, anyone can use EQ optimizer platform to optimize portfolio
Customers need to import portfolio from their respective broker or portals and upload it. Else customers can also create an equity portfolio statement in the excel format and upload it.
You can find the excel format after logging into platform.
Your portfolio would be optimized based on the below criteria:
Based on your portfolio holdings, Portfolio’s risk profiles are pre-calculated and categorize into any of five categories i.e. ranges from very aggressive to very conservative. Later, you can modify your risk profile based on your expectations and the portfolio will be optimized accordingly.
The changes are based on your selections of Risk Profile and Investment Preferences. You can find out the reason for the suggested action on each stock by clicking on Stock Analysis in front of each stock.
The suggestions are broken into 3 categories:
No, you cannot do any transaction on the EQ optimizer platform. You need to place trades through your trading account with the respective broker.
No, since we do not have any way of knowing that you have executed these trades, you would have to update your transactions after you perform them.
There isn’t a fixed interval for optimization. We recommend that you optimize whenever there are any adverse changes in your portfolio stocks or at least once a month.
No, currently only your equity stock holdings are optimized. You can use MF Optimizer to optimize your Mutual Fund portfolio. Click here (https://mfoptimizer.com) to optimize now!
EQ Optimizer has helped me in creating a well-constructed portfolio which resulted in optimized returns.
This platform has helped me to do investments the right way!
It was very easy to use and definitely a new way to build your portfolio.
Liked how this platform systematically analyzed my portfolio and provided suggestions.