Custom Back Testing & Analysis

Maximize your client’s risk based return by deploying risk mitigation strategies when risk is on the rise.

  • Run custom period back testing reports on the stocks and ETFs of your choosing.

  • View historical alerts and risk state data.

  • Export the history to a spread sheet for analysis.

  • Incorporate Risk State signals and trends data as one factor in your decision making process and algorithms.

  • Combine custom back testing with the SmartStops Risk Alerts to develop and deploy strategies that reduce risk, protect assets and improves returns.

  • Deploy timely hedges, rotate effectively between sectors make sell decisions based on risk levels and exposure.

Risk Management Tools Description

Portfolio Risk State Monitoring

Risk State Monitoring for up to 10 separate portfolios and up to 200 saved symbols.

Risk Alerts

Receive a risk alert email when the price movement of any position indicates that the position is experiencing a period of elevated risk.

Reentry Alerts

Receive a reentry alert of any position in your portfolio currently in an elevated risk state when the price movement indicates that the risk state has returned to normal.

Historical Analysis & Back Testing

Run custom period back testing reports on the stocks and ETFs of your choosing. View historical alerts and risk state data. Export the history to a spread sheet for analysis.

Unlimited Risk State Lookups

Look up and view the SmartStops risk state and alert trigger information on companies not currently held in your portfolios.

Sector & Market Risk Barometer

Know the trending risk within markets and sectors. Have the information needed to deploy risk based sector rotation strategies.

Sector & Market Risk Alerts

Set sector and market risk ratio alert thresholds and receive email alerts when conditions are met.

End of Day Report

At the end of each market day, receive an end of day report listing the current risk states for all your saved positions, and risk alert trigger prices for use the next market day.