Equities Daily Update - About

Smart and proactive stocks knowledge base

• Reduce information overload.
  Ranking algorithm is finding important price changes. It checks if information is not repeating itself too often and reports stocks that changed in significant way.
• Reduce the need of frequent scanning a big list of stocks of interest for important changes.
  Algorithm prepares and sends customized alerts about important changes to tracked stocks.
• Alerts are enriched with own research notes and findings.
  User can add short and long notes to stocks knowledge base. Short notes are being appended to customized alerts. Long notes are a part of knowledge base user can review any time he/she receives important alert.

Portfolio management assistance

• Get proactively informed about performance of portfolio stocks.
  Algorithm customizes user's alerts by adding information about:
  • Price distance to average buy price
  • Price distance to bottom alert threshold (bold if below threshold)
  • Price distance to peak alert threshold (bold if above threshold)
  • User's notes and findings appended to alert
• Be motivated to tracks wish list and portfolio changes.
  It is easier to build and tracks own list of stocks of interest in iterative manner. Receiving only important heads up information allows to keep stock knowledge base up to date. In case of good opportunity to buy or sell hinted by an alert user can react by creating adequate sell or or buy orders.
• Account clustering allows for management of multiple portfolios
  Daily heads up emails are being sent to defined users. Emails can have carbon copy recipient. CC recipient can be a manager of sub-portfolios.