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Algo-Chain's Model Portfolio Platform

Taking the strain out of investing

ETF Search

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ETF Genie

With over 12,000 ETFs in the database, the ETF Genie allow's a user to set filters to search for ETFs.

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ETF Drilldown

Details ETF analytics, including performance charts, future fan charts and techinal trading signals.

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ETF Comparison

How well is your ETF of choice performing compared to the other ETFs in your watch list? This tool will chart their performance.

ETF Playlists

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ETF Playlist Manager

This console lists a user's full set of ETF playlists and the various actions one can take with each of those playlists.

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ETF Playlist Editor

The ETF playlist Editor teams up with the ETF Genie to provide a way to add or remove ETFs from your watch lists.

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Playlist Dashboard

The Playlist Dashboard provides a very convenient way to keep an eye on the key performance metrics for each of your playlists.

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Daily Returns

As the ETF in your playlists reacts to market news events, this is the tool that lets you quickly see how each ETF performed over the last 20 trading days.

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Market Trends

At a glance, see how your favourite set of ETFs' momentum signals are performing.

Trading Signals

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ETF Signal Analyser

This tool combines the ETF Genie with the ETF Playlist tool to rank ETFs according to the strength of their various trading signals.

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Macro Signals

Access a range of macro-economic signals created using Algo-Chain's in-house machine learning model for several geographical regions.

Portfolio Construction

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Asset Allocation

The Asset Allocation Wizard allows a user to quickly backtest an allocation and determine the target risk. Available in GPB, EUR & USD.

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One Click Wizard

Do you want to take a short cut, then this tool is for you. Choose your target risk level and trading currency and this tool will instantly build you a portfolio.

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Target Weights

This takes the idea of the One Click Wizard, but on this occasion producing several portfolios based on the user's initial choice of high level asset class weights.

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Target Risk

This portfolio wizard allows the user to input their required level of target risk and the system will create a range of portfolios that individually meets the requirements.

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Core / Satellite

The Themed Investing Wizard allows a user to create their own bespoke model portfolio on core/satellite basis.

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Optimization

This online tool provides access to a 3rd generation portfolio mean-variance optimizer based on the techniques associated with Black, Litterman & Markowitz.

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Stress Testing

What if the Global Financial Crash of 2008 was to happen again, how well would your portfolio perform? This tool allows a use to stress test their portfolio.

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Benchmarking

This benchmarking tool allows a user to see how well their portfolio performs as compared to 20,000 to other pre-made portfolios. Available in GBP, EUR & USD.

Portfolio Management

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Model Portfolios

Algo-Chain has a suite of actively managed risk rated portfolios available for licensing. Available in GBP, EUR, CHF & USD.

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Portfolio Manager

This console lists a user's full set of model portfolios and the various actions one can take with each of those portfolios.

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Portfolio Editor

This editor allows a user to track the re-balancing history of all their portfolios or to input a new set of weights.

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Data Analyser

As new ETFs get launched and ones that fall out of favour get delisted, this tools allows a user to check the status of the availability of the data required to manage the portfolio.

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Performance Stats

In addition to performance metrics, this tool provides the user with the details of the aggregate holdings across all of the ETFs currently held in the portfolio.

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Leaders Board

The Leaders Board provides a league table tracking the performance of all of a user's model portfolios.