Portfolio Protection Services
Don’t have time to watch the market every day?
Don’t worry! SmartStops is here to help.
Portfolio Protection Service enables investors to easily create a portfolio of stocks
and ETFs and have those positions analyzed and monitored through out the market
day for signs of elevated risk.
The three primary components to the service are portfolio monitoring, risk alerting
and decision tools.
Risk does not remain constant through time. Be more aware of the state of your
The SmartStops Portfolio Monitoring service analyzes each of your positions daily
to determine its current risk state and optimized stop loss and reentry price triggers.
Throughout the market day, your positions are monitored and alerts are sent if the
price falls and triggers a risk alert or rises and triggers a reentry alert.
Updated risk states and price triggers are published at the end of each market day
and emailed to you in your end of day portfolio report.
Stay on top of your risk exposure and make timely decisions to better manage risk with SmartStops.
What risk state is your equity in?
Normal Risk State
Elevated Risk State
SmartStops publishes two risk signal families, Aggressive and Conservative, and
publishes optimized reentry triggers for equities currently in an elevated risk
SmartStops covers stocks and ETFs trading over $1.00 and having average daily volume
greater than 40,000 shares.
Read more about Portfolio Monitoring.
Throughout each market day, SmartStops monitors the positions in your SmartStops
portfolio. If the price of any of your positions fall and trigger its SmartStop,
or rises and triggers its SmartReentry, an email alert is sent notifying you of
Risk alerts enable timely action. Most days you may not have to be watching your
portfolio, but if you receive a risk alert on one of your equities, today is the
day to look at that one.
- Read the news
- Review the technicals and fundamentals
- Talk to friends, colleagues, or your financial advisor
- Take action!
View Sample Risk Alert
Selling, Hedging, Buying on a
pull back or standing pat are all legitimate outcomes of your review. The key is
to make a timely and informed decision when the risk state of one of your investments
Want an easy way to set and maintain protective orders? Try
available with participating brokers.
Read more about
using Risk Alerts.
The key to successful investing is the ability to make timely and informed decisions.
With a focus on risk management, SmartStops is always working to provide tools and
resources that help investors make timely and informed risk based decisions. Current
Read more about the
Market Risk Barometer.