Personal Capital advisors also has full service wealth management services where they charge a fee to manage your entire portfolio, but the portfolio and
investment analysis tools from Personal Capital are free.
Having the Valuate ®
investment analysis tool in the hands of as many real estate stakeholders as possible puts REFM closer to that goal.
The Piotroski F - Score Test is a
value investment analysis tool to identify stocks of companies with good fundamentals and eliminate stocks of weak companies.
Silicon Cloud Technologies, LLC specializes in software solutions for investment research and analysis, portfolio management and financial planning with the goal to empower investors and investment managers with better
quantitative investment analysis tools.
Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and
investment analysis tools for exploring factor regressions, correlations and efficient frontiers.
Realtors Property Resource ® (RPR ®)
provides investment analysis tools that help second - homebuyers make informed choices, especially when potential rental income is a decision factor.
Personal Capital advisors also has full service wealth management services where they charge a fee to manage your entire portfolio, but the portfolio and
investment analysis tools from Personal Capital are free.
Yet,
the investment analysis tools go beyond the basics.
As computer technology has advanced and
investment analysis tools that only a few years ago were expensive and highly specialized have proliferated, the basic learning process for an investor has changed.
I suggest starting with Personal Capital for free and taking a look at
the investment analysis tools.
Please note: results from
the investment analysis tool may vary with each use and over time.
Ken Fisher pioneered the theoretical work of
an investment analysis tool called the Price - to - Sales (P / S) Ratio, which now makes up a core part of a complete financial curriculum.
If you're considering the purchase of a residential or commercial investment property but need help crunching the numbers to determine if the investment makes sense, my Rental Property Investment Analysis Calculator (using Microsoft Excel) may be just
the investment analysis tool you're looking for!
Rule 2214 on page 128 clearly states: «No member may imply that Finra endorses or approves of the usage of
any investment analysis tool or any recommendation based on such a tool.»
The proposed rule continues the mandatory use of «maximum guaranteed charges for each assumed gross annual rate of return,» and it extends this requirement to illustrations generated by «
investment analysis tools,» such as simulation software.
This includes trade area data,
investment analysis tools, business intel, and comprehensive reports.
RPR's
investment analysis tool, Valuate ®, is now available on both the platform's website and mobile app.
Now, REALTORS ® with Xceligent CommercialSearch ™ who hold RPR accounts can easily jump from a listing within CommercialSearch into RPR's extensive commercial property and trade area data,
investment analysis tools, business intel, and comprehensive reports.