Advisor Subscription

The Advisor Subscription empowers you to face any economic change with confidence, defending portfolios from economic risk, navigating through economic turmoil, and harnessing the power of the changing economy. It includes advanced screening and basic MacroRisk Optimization in addition to the tools available with the Assessor Subscription.

With an Advisor Subscription to MacroRisk Analytics, you can access all features included in the Assessor Subscription and also:

Advanced screening, including

• Custom presets
• Screening from buylists
• Unlimited screening results
• Screening on up- and down-market alpha and beta
• Screening on individual Eta Measures or to match the Current Economic Status

Basic MacroRisk Optimization, including:

• Optimization to minimize a portfolio’s economic risk
• Historical optimizations to help you compare investing strategies
• Customizable selling and purchasing settings

Advanced screening and basic MacroRisk Optimization help you:

• Answer client questions such as “How does a rise in unemployment impact my portfolio?”, “Can you help me find a stock with a low macro-economic risk and positive alpha?”, and “What combination of stocks from my buylist would give me the lowest risk portfolio?”
• Demonstrate your unique value to clients by showing them the ease with which you can find individual stocks and funds that match their specific investment goals, and the powerful methods you employ for reducing their economic risk.
• Enhance your current investment management strategies by optimizing using buylists.

A MacroRisk Analytics Advisor Subscription is $2,700 per year.

Previous: Assessor Subscription Next: MacroRisk Analysis Suite

Compare Subscriptions