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Portfolio Tools
Hedgeable has three great FREE reports to help you quickly analyze your portfolio and make any necessary changes.
| HPH Report™ |
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• The Hedgeable Portfolio Health (HPH) Report™ is a quick way to determine the overall health of your portfolio allocation. • Your portfolio is scored on a scale similar to your credit report, 300(poor) - 850(excellent). • The HPH Score is tabulated using a proprietary analysis of numerous historical performance and risk factors. 
Get Report |
| eQuant™ |
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• eQuant™ helps you quickly analyze the historical effectiveness of your portfolio. • Receive risk and performance analytics and interactive graphs, for any time period over the last 5 years. • See how your investments did in studies of important recent market events.
Get Report |
| Flash Advisor™ |
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• Flash Advisor™ calculates ways to eliminate unnecessary risks and costs in your portfolio. • Receive simple customized trades that may help to hedge your portfolio from the market. • See your cost and performance savings by switching to a lower cost discount broker.
Get Report |
Hedgeable will help you build an ETF portfolio fully customized for your asset size, sophistication level, risk level, investing preferences, and much more. Nothing is cookie cutter and there are over 500 possibilities. Build a short term portfolio updated with our current market views, or a long term, diversified portfolio.
All customized portfolios exclusively consist of a diversified mix of ETFs. Dependent on your preferences, these ETFs may
cover different asset classes, including equities, fixed income, emerging markets, currencies, & commodities.
After the free sign up, you simply fill out a detailed investing and risk questionnaire. We do the rest!
Our portfolio builder is not a screener like you may have seen at your discount broker. Custom built Hedgeable portfolios
represent our best investment thought and market views. We also don't stick you in a "model" portfolio like "aggressive growth."
We are trying to bring investing into the 21st century.
We recommend using your Discount Brokerage account in conjunction with our Portfolio Manager platform, so you can receive all of our free tools as well as The Dynamic Advisor (additional paid subscription). An alternative is
to provide it to your financial/investment advisor, or just use it for informational purposes.
Each portfolio is $39.99. You will receive comprehensive backtested risk and performance analytics, like those to the right, before you make the decision to buy.
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The chart will appear within this DIV. This text will be replaced by the chart.
| Metric | Hedgeable | S&P 500 |
|---|---|---|
| Cumulative Return | 19.19% | (-22.84)% |
| Annualized Return | 6.45% | (-8.82)% |
Alpha
|
9.09% | - |
| Risk |
13.35% | 30.62% |
| Max Drawdown |
(-30.69)% | (-56.78)% |
| Beta |
.30 | - |
| Sharpe Ratio |
.48 | (-.29) |
The Portfolio Rebalancer is a free tool that allows you to rebalance your account using Modern Portfolio Theory. One of the secrets of the investment advisory industry is that most investment advisors who subscribe to Modern Portfolio Theory are charging you that 1%-1.5% fee just to do this rebalancing. It is really not that complicated, just a few calculations, so we offer it for FREE.
All you have to do is enter your desired rebalancing weights and the desired frequency between rebalancings. Hedgeable will send you email reminders when it is time to rebalance. When you log on to the site, you will be taken to the trade alert system, where the shares to buy and sell will be automatically calculated for you, and updated based on the latest market prices. Once you do the trades at your discount broker, you input the prices of execution (for select brokers the trade execution is integrated), and we will continue to monitor your portfolio until the next alert. Some sites on the web charge $10 a month for this service, while some Discount Brokers offer it as part of premium Advisory suites. We find Modern Portfolio Theory outdated, but a lot of folks still want to use it, which is fine with us, so we offer it FREE.
This method of rebalancing uses traditional Buy and Hold investment techniques. Hedgeable offers a proprietary rebalancing system called The Dynamic Advisor, which will instead react dynamically to changing conditions to better position your portfolio.
All you have to do is enter your desired rebalancing weights and the desired frequency between rebalancings. Hedgeable will send you email reminders when it is time to rebalance. When you log on to the site, you will be taken to the trade alert system, where the shares to buy and sell will be automatically calculated for you, and updated based on the latest market prices. Once you do the trades at your discount broker, you input the prices of execution (for select brokers the trade execution is integrated), and we will continue to monitor your portfolio until the next alert. Some sites on the web charge $10 a month for this service, while some Discount Brokers offer it as part of premium Advisory suites. We find Modern Portfolio Theory outdated, but a lot of folks still want to use it, which is fine with us, so we offer it FREE.
This method of rebalancing uses traditional Buy and Hold investment techniques. Hedgeable offers a proprietary rebalancing system called The Dynamic Advisor, which will instead react dynamically to changing conditions to better position your portfolio.
Hedgeable gives all users FREE email SOS alerts for key metrics in the portfolio that they track on the Portfolio Manager. You may receive alerts for the Hedgeable Portfolio Health (HPH) score, performance, risk, drawdowns, and large market movements. Find out if your portfolio is sinking before it's too late!
Now that you have been alerted, are you wondering what changes to make in your portfolio? Hedgeable offers a premium service encompassing all of the above alerts into a one of a kind product called The Dynamic Advisor, which will show you the optimal trades to make.
