Thursday, June 24, 2021

Analysis utility tools to Brokers



1.   Derivatives strategy finder

 

 Key Features

 

·         Derivative strategy finder

·         Black Scholes calculator

·         What  if analysis

·         72  in built strategies

·         Multiple leg option positions

·         Trend finder to get trend swings

·         Create own strategies

·         Trading simulator

·         Option portfolio generator

·         Easy to use user friendly method

Benefits

Excella option strategy finder is a powerful analysis tool for development, testing, and application of stock and options strategies. It’s easy-to-use interface allows you to test new strategies, manage a growing portfolio, and explore "what-if" scenarios with ease. Excella options versatility and power make it suitable for new, experienced, or advanced traders alike.

 

 2. Technical analysis utility

 

Key features:

 

·         Dynamic trading systems supported by sophisticated analysis methods

·         Can add different technical indicators to filter the stocks

·         Trader can fix technical parameters to filter the stocks

·         Automatically generates recommendations for the day.

·         Entry , exit stop loss level will be generated

·         System will show the intraday trading results and saved it separate file

·         Trader can use bulk order utility to pass the orders together to the trading terminal

·         Futures trading levels with different technical parameters

·         Portfolio management section incorporates portfolio positions, analytic and risk

 

Benefits

This is useful for intraday traders. Useful for making bulk order

 

 3. Fundamental analysis tool / DCF calculators

 Features

·         Fundamental Screeners: Stock Screeners by Fundamental parameters - choose any parameter in the drop down to see stocks where metric is the highest or lowest. Sort by net profit growth, revenue growth, PE averages and more. These are editable screeners.

·         DCF Analysis screens: This will be useful for finding the fair value of s stock with given parameters

·         Quarterly result analysis : This will be useful for traders who making decision based on the quarterly results

·         Ratio analysis

·         Growth analysis

 

Benefits

Useful for long term traders to build their portfolio

 

4. Portfolio Optimisation Tool

 Features

·         Portfolio Optimization: Optimize portfolios based on mean-variance, Value-at-risk (CVaR), risk-return ratios, or drawdowns.

·         Historical Efficient Frontier

·         Forecasted Efficient Frontier

·         Portfolio Optimization

·         Monte Carlo Simulation

·         Financial Goals

·         Asset Liability Modeling

Back test Portfolio: Back test a portfolio asset allocation and compare historical and realized returns and risk characteristics against various portfolios.

·         Backtest Asset Allocation

·         Backtest Portfolio

·         Backtest Dynamic Allocation

Benefits

This tool is use for portfolio managers and advanced investors to build strong stock portfolio and with reduced risk

 

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