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Discount Broker & Website Solutions

Hedgeable has dozens of solutions which allow you to provide a full portfolio management suite of products to your users. All products are 100% customized for your needs and can be mixed and matched. Below is a sampling of products we can offer.

Please email us at info@hedgeable.com or call us at 800-785-7914 to receive more details.


Analysis Tools

Integration in most cases is only one line of code away! Click on the images below to view a larger screenshot & description.

Portfolio Dissector

• Portfolio Breakdown • Asset Class Breakdown • Sector Breakdown • Industry Breakdown
Portfolio breakdown chart
Portfolio asset class breakdown chart
Portfolio sector breakdown chart
Portfolio industry breakdown chart


Dream Machine

• Scenario Analysis • Goal Analysis • Addition/Subtraction
Scenario Analysis Oil Prices Dream Machine Goal Analysis Dream Machine Goal Analysis Dream Machine


eQuant

• Performance Backtest • Risk Backtest • Event Studies
Performance Backtest
Risk Backtest
Event Studies


Portfolio Magellan

• Geography Breakdown • Correlation Exposure • Correlation Timeline
Portfolio geography map
Portfolio correlation map
Coming Soon!


Performance Attribution Analysis

• Asset Class Attribution • Security Attribution • Geography Attribution
Performance attribution by asset class
Performance attribution by security
Performance attribution geography map


Hedgeable Portfolio Health (HPH) Score

• HPH Score, Analysis & Email Alerts
Hedgeable Portfolio Health (HPH) Score


ETF Portfolio Builder

• Customized Long & Short Term Portfolios • Themed Portfolios
Customized ETF Portfolio
 		Coming Soon!


Portfolio Options Hedger

• Portfolio hedging against financial indexes using options • Portfolio hedging against macroeconomic events using options
Financial Index Options Hedger Macroeconomic Options Hedger


Flash Advisor

• Fee Comparison • Hedging Trades
Broker Fee Savings
Hedging Trade Recommendation


Options Pricer

• Calculator • Spectral Analysis
Black Scholes Option Pricer
 		Coming Soon!


Portfolio Management

The customized options below will require further integration into your backend systems:

Analytics

• Risk Analytics/Charts Against Over a Dozen Benchmarks • Performance Analytics/Charts Against Over a Dozen Benchmarks


Traditional Rebalancer

• Custom Rebalancing Periods • Trade Alert System/Emails (Can Be Integrated Into Your Execution Platform) • Automatic Share Calculations



Portfolio SOS Alerts

• Customized Alerts For HPH Score, Performance, Risk, Drawdowns, and Large Market Movements • Email or SMS Delivery
Hedgeable Portfolio SOS SMS Alert


Dynamic Advisor

• Rebalancing System Using Dynamic Asset Allocation • Trade Alert System & Emails

Please see more details about The Dynamic Advisor here.


Dynamic Options Hedger

• Ongoing Dynamic Delta Hedging for Options Book Using Stocks
• Ongoing Dynamic Hedging for Portfolio Using Options

Coming Soon!


Hedgeable Funds
Hedgeable offers proprietary investing newsletters which can be linked on your site with revenue sharing potential.

Global Macro
Global Macro Hedge Fund		 Long/Short Equity
Long/short Hedge Fund		 Commodities
Commodities Hedge Fund
• Targets 5%-8% Annualized Return, with a 6%-8% Annualized Volatility level.

• Invests globally in currencies, fixed income, opportunistic regional equities, credit, real estate, and inflationary/deflationary securities.

• Uses no leverage, however, levered and inverse securities may be used in the portfolio.

• Targets Net Exposure of 50% to 80%. At opportune times, the Net Exposure of the fund may deviate from this range, but Net Exposure will never increase past 100%.
• Targets 8%-10% Annualized Return, with a 10%-12% Annualized Volatility level.

• Invests globally in American, European, Asian, Latin American, and Frontier Market securities.

• Invests the majority of its assets in large capitalization companies, but may invest in small capitalization companies opportunistically.

• Uses no leverage, however, levered and inverse securities may be used in the portfolio.

• Targets Net Exposure of 0% to +50%. At opportune times, the Net Exposure of the fund may deviate from this range, but Net Exposure will never increase past 100%.
• Targets 10%-12% Annualized Return, with a 8%-10% Annualized Volatility level.

• Invests globally in energy, agriculture, natural resources, base metals, precious metals, and alternative energy.

• Uses no leverage, however, levered and inverse securities may be used in the portfolio.

• Invests in securities with exposure to physical commodities, although, select commodity related stock funds may be used.

• Targets Net Exposure of 50%-80%. At opportune times, the Net Exposure of the fund may deviate from this range, but Net Exposure will never increase past 100%.