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Investor's
WorkStation Design - Investor's
WorkStation is intended to help the user define, apply, and enforce personal portfolio
management disciplines, rules, and procedures and to help the user take all of
the important aspects or creating and modifying investment portfolios into consideration
.
- Visit
Disciplines to see our
list of Procedures and Disciplines.
- The
design of Investor's WorkStation is intended to be consistent with the program
flexibility and capabilities that you would want if you were to design your own
portfolio creation, management, and processing software program.
- Think
of Investor's WorkStation as a user defined rather than programmer default designed
portfolio management and processing software platform that, once the modifiable
setup is complete, will let you be creative while Investor's WorkStation does
most of the work for you.
- Create two
modifiable templates (Allocation Table Matrix and a linked Advisor Database/Model
Portfolio). Change as needed to create and modify from one to a universe of unique
investment portfolios in an instant.
- There
is a brief learning curve to Investor's WorkStation; however, once a few rules
are understood, all operations can be performed in moments.
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