
Advisors and technology, the next alliance
Advisory industry faces the challenge of technological evolution. Currently, customers are connected to Internet, they look for news in well-known media, comment articles from experts and (why not?) discuss the decisions of their advisors, because the follow the market. Are...
Market opportunities by T-Advisor: Juniper Networks
T-Advisor, through its tool Market Opportunities, has detected the company Juniper Networks, listed in Nasdaq as an opportunity for investment. These are the main figures about performances and volatility in the last years: The technical analysis reveals also more data: The chart shows the evolution in...
Quant model portfolios: a T-Advisor investment guide
Particular investors do not have often much time to monitor their investments. Sometimes, they open the software, play a bit with orders, buy this, sell that… but without a methodology, a periodical systematic and the right tools to obtain the...
Value at risk: how much money could I lose?
In investments, the main threat is a negative change in prices. Suddenly, the price trend turns down and you do not check regularly your portfolio. After some weeks, you discover that your portfolio devaluated. How could I have prevented it?...
Smart benchmark, an automatic reference for your investments
Investors do not focus just on one stock, but in many of them. Moreover, investments usually organise in portfolios with several kinds of assets: stocks, ETF, mutual funds… With such mixture, it is difficult to follow the composite performance, if...
Our General Manager Jaime Bolívar talks about T-Advisor
T-Advisor, the advance wealth management software launched last year for personal investments, is a milestone in this kind of developments. T-Advisor General Manager Jaime Bolívar explains some details about the suite. Question: Mr. Bolívar, you are also Techrules General Manager,...
Technical analysis: a picture speaks a thousand words
The schools in finances, if we may speak about them, are two: fundamentalists and chartists or technicians. Both are quite different when they analyze and prospect market trends. Fundamentalists look into the conditions that produce a given price in a...