"The Economy Matters" Reports
"The Economy Matters" Print Reports
$1,250
per year
($125 per month)
$5,000
per year
($500 per month)
Basic 11 filters + markets and security types
Statistics Distribution Report
$50,000
per year
($5,000 per month)
Portfolios, Buylists, Strategies, and More
more than 25 filters + markets and security types
4 and Historic Optimization
Statistics Distribution Report and 7 other tools
Hover over the table for more information about what is included at each subscription level.
Additional Subscription Details
|
The Economy Matters |
Fiduciary Optimization |
Institutional Research |
| Data |
|
| Portfolios |
|
✓ |
✓ |
| Buylists |
|
✓ |
✓ |
| Benchmark Lists |
|
|
✓ |
| Custom Eta Profiles |
|
|
✓ |
| Strategies |
|
|
✓ |
| Reports |
|
|
|
| The Economy Matters® Custom Report |
✓ |
✓ |
✓ |
| Advisor Report |
|
✓ |
✓ |
| FiveRisks+ Holdings table |
|
✓ |
✓ |
| MacroRisk Report |
|
✓ |
✓ |
| Client Portfolio Analysis Report |
|
✓ |
✓ |
| Stoplight Holdings Report |
|
✓ |
✓ |
| Performance Report |
✓ |
✓ |
✓** |
| Eta Price Report |
|
|
✓ |
| Returns Holding Report |
|
|
✓ |
|
| Performance Holding Report |
|
|
✓ |
| Portfolio Comparison Report |
|
|
✓ |
| MacroRisk Portfolio Comparison |
|
✓ |
✓ |
| Comparison Matrix |
|
|
✓ |
| Beta+ Report |
✓ |
✓ |
✓ |
| Beta+ Holdings Table |
|
|
✓ |
| Value Holdings Table |
|
|
✓ |
| Screening |
|
|
|
| Screening Tool |
|
✓ |
✓** |
| Screen Presets |
|
✓ |
✓ |
| Portfolio Equal Weight Rebalancing Tool |
|
|
✓ |
| Asset Replacement Tool |
|
✓ |
✓ |
| Investment Ideas Generator |
|
|
✓ |
| Optimization Strategies |
|
|
|
| Minimize MacroRisk Exposure |
|
✓ |
✓ |
| Maximize Sharpe Ratio |
|
✓ |
✓ |
| Maximize Sortino Ratio |
|
|
|
| Match Eta Profile |
|
✓ |
✓ |
| Portfolio Replication |
|
✓ |
✓ |
| Graphing Tools |
|
|
|
| Trend Chart |
|
✓ |
✓ |
| XY Graph |
|
|
✓ |
| Time Series Graph |
|
|
✓ |
| Tools |
|
|
|
| Economic Factor Analysis |
|
|
✓ |
| Factor Prediction |
|
|
✓ |
| Advanced Summary Statistics |
|
|
✓ |
| Statistics Distribution Report |
|
✓ |
✓ |
| Research Holding Report |
|
|
✓ |
| Options Report |
|
|
✓ |
| Options Calculator |
|
|
✓ |
| Strategy Performance Report |
|
|
✓ |
| Other |
|
|
|
| Historic Reporting |
✓ |
✓ |
✓ |
| Advanced Dashboard |
|
|
✓ |
| Custom Benchmarks |
✓ |
✓ |
✓ |
| Alert Levels |
|
✓ |
✓ |
| Versatile Symbol Lookup |
✓ |
✓ |
✓ |
| Download The Economy Matters® Print Reports |
|
|
✓ |
| Price (per year) |
$1,250 |
$5,000 |
$50,000 |
**The Institutional Research level subscription has additional features beyond the Fiduciary Optimization level for this item.
Features and pricing as of June 12, 2018, subject to change without notice.
