Portfolio Monkey

Portfolio Monkey applies quantitative analysis backed by widely-followed academic models:

• -Evaluate the risk and return potential of over 30,000 publicly-traded stocks, mutual funds and ETF's
• -Complement your qualitative research with rigorous quantitative analysis
• -Compare the volatility of different securities

Portfolio Monkey provides intelligent tools to help you manage risk and market volatility:

• -Find out if you're taking on too much risk or too little in executing your long term investment or trading strategies.
• -Plan for your retirement.
• -Assess how much of your portfolio is at risk.
• -Evaluate the riskiness of stocks, mutual funds and ETFs.

Use Portfolio Monkey to rebalance your portfolio and manage risk-return more efficiently:

• -Get the most out of your existing holdings by finding the optimal mix of stocks, funds and ETFs to maximize expected return and minimize expected volatility.
• -Use Portfolio Monkey's backtesting tool to evaluate how optimization would have affected your portfolio over different time periods and frequencies.

Portfolio Monkey provides a framework that allows you to compare different securities, strategies, portfolios and styles:

• -Evaluate the impact of adding different stocks, funds and ETFs to your portfolio before you trade.
• -Compare your portfolio with some of the top performing funds and managers.
• -Gain new insights and ideas from others.

Use Portfolio Monkey's proprietary Discovery Engine to find customized securities for your portfolio:

• -Scour through 30,000 publicly-traded stocks, funds, and ETFs to find the securities that offer the best portfolio fit.
• -Filter by type of security, style, size, dividends, and more.
• -Portfolio Monkey does all of the number crunching so you don't have to.