Our
Features

The best professional tools for your investments

T-Advisor is a suite of advanced wealth management tools to monitor your personal finances and take decisions to improve them and avoid risks. Our features provide a great deal of accurate figures, data and charts to evaluate the asset quality, the relevance for your investments aims and your portfolio evolution.

T-Advisor makes everyone his own asset manager. This is the self-directed investment experience. We provide you the best professional tools and the most up-to-date data. You take the best decisions with them to meet your personal goals.

Follow these four steps to use efficiently our tools:

BUILD

Portfolio Manager

Our advanced financial tool to better focus your investments.

Design, control and monitor your investments positions. Evaluate your portfolio with different analytics:

Compare the portfolio performance with different benchmarks
Get your score from our patented system
Analyze the risks with several indicators, as Value at Risk, diversification benefit and asset risk contribution.
Obtain a summary with the portfolio diagnosis
View your historical performance chart

T-Report

The high-quality analysis for any kind of assets.

Any asset, such as stocks, bonds, funds, ETF and indexes, has secrets for our T-Report. It offers easy, accessible and quick information to help investors evaluate their assets, with the necessary figures and charts to be aware about its quality for their portfolio.

T-Report shows deep information about:

Historical performance and volatility
Trend analysis based on quantitative parameters
Historical chart with several analytic tools
Deep risk analysis with data as alpha, beta, correlation, VaR and retracement report.
Investment alternatives in the same sector or exchange.

Investment planner

Set your goals to achieve with your investments.

Your investments could have a concrete focus, as saving for a home or for retirement. Our investment planner tool has up to 7 different aims to organize your personal finances. Costumize your own case setting different parameters for each plan and get the result selecting your risk profile.

Our tool implements also advanced settings to analyze tax and inflation effects on your plan. The obtained report proposes an asset allocation and a projection for the development of your investments.

Optimizer

The professional feature to improve the portfolio performance.

Analyze the right asset allocation in your portfolio to obtain the highest performance with the lowest risk. Combine different alternatives to allocate the weights of several assets in your portfolio to find the best result.

Optimize your portfolio selecting your tolerated volatility, your expected return and the weight restrictions per asset. Get easy charts to drive your decisions towards a more efficient portfolio.