Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
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Trendrating
Equity trend analytics, stock ratings and strategy backtesting for asset managers, wealth managers and advisors
Lugano, TI, CHtrendrating.comNot yet confirmed by the company
What it does
Trendrating is an equity analytics platform for professional investors, including asset managers, wealth managers, advisors and strategists. It rates stocks on medium-term price trends and combines those ratings with fundamental and quantitative data to help users decide what to buy, hold or sell. The firm says its content is for investment professionals, not retail investors.
Users can screen and rank securities, monitor client portfolios for trend changes, and build, backtest and optimize their own selection strategies and model portfolios over historical market cycles. Trendrating also supplies indices and model portfolios, and offers a mobile app that sends alerts when trends change in a user's holdings.
Trendrating SA is based in Lugano, Switzerland, with offices in London and Boston, and reports more than 300 institutional clients. Pricing is not published; access starts with a demo request.
Best for
- Serves
- Asset managers
Features
- Stock trend ratings
- Portfolio trend monitoring and alerts
- Strategy backtesting
- Model portfolio construction
- Fundamental factor analysis
- Mobile alert app
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
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