Portfolio Manager

Drive your portfolio construction with a backtested investment strategy

Drive strategic insights into your portfolios

Build fundamental based investment strategies and backtest its success with EquityRT’s Strategy Builder and Backtesting super-feature. Get closer to your investment goals with this unique approach to investment strategy construction.

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Easily unlock investment ideas to support portfolio construction

Leverage customizable stock screening, in-depth peer comparisons and insightful shareholder analysis to help you spot opportunities in the market.

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Setup and track your model portfolios

EquityRT makes it simple to setup and track the performance of you model portfolios. With well laid out visual dashboards you stay informed about your portfolio returns, asset allocation and portfolio volatility.

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Analytical tools and live dashboards keeping you informed

Live interactive dashboards keep you in touch with latest news, market prices and happenings. Quickly analyze up to date financial statements and latest company earnings. With EquityRTs advanced charting create visual analysis and trends of the market with ease and precision.

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Try EquityRT Now

The best way to see how EquityRT can bring real value to your work is to experience it for yourself.

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