FineController 4+

Warren Buffet has two simple rules in investment. Rule number one, do not lose money. Rule number two, follow the rule number one.

Risk management is paramount important in investment. No one should over-invest, particularly those retired people. Applying BI technology and mobile technology, We bring you the risk assessor and controller in the hands of general public with the FineController (Global version). The FineController is a simple and intuitive tool. Using FineController, investors can have a complete risk profile of their investment and control in the risk exposures of their portfolios.

Portfolio Re-Balancing

In order to limit the risk volatility due to market fluctuation, portfolio should be re-balanced from time to time. The allocation screen gives buy/sell order suggestions so as to maintain the desired targeted return and risk level.

Users have option to use either Sharpe ratio or Sortino ratio as risk control KPIs to suit their needs. Further, choice of 1-year, 3-year, 5-year and 1-year historical data are available.

The Portfolio Risk Controller has the main focus on the risk control and does not do optimization. If you are interested in portfolio optimization, please check out our Alpha-Investor.

*** Release Note ****
Market coverage: US, UK, HK and CN
Asset Class: Stocks, ETFs and Mutual Funds
User support: Dec 2014