In the near future, you can email our server your tickers and allocations in %, to get back suggestions on what to buy & sell, and by what %. The suggestions are the smallest changes to your portfolio to get the largest increase in efficiency at 3 different time scales: +1, +3, +6 months into the future. They come from an exhaustive search for all similar and complementary stocks and ETFs, simulating what-if buy-hold-sell scenarios, to find the ones with the most impact.

You make the final decision after you:

1. Check the reasons why buy, hold, sell; or overwrite because you know better…

2. View your current and future portfolios in risk x return x time space.

3. Compare detailed technicals and fundamentals in the spreadsheet.

4. Research further on the suggested tickers at other trusted websites.

Let the computers and algorithms work tirelessly on the data to generate accurate & effective suggestions, so you spend your effort researching the more difficult cases, or planning for next year up & down markets.

Want to join our team to work on new tools, or to suggest different formulas, ideas in forum sections? There is a lot of work and opportunity to share, so one day we can all invest using data, prediction, to get focused stock or ETF suggestions just as you Google to search.

Want to deploy the same service to serve small investors in EU or Asia, or your own country? That is our intent, our next steps, so join our team to serve small investors all over the world.