The most simple and advanced equity-portfolio optimization

Generate best-in-class risk-adjusted returns by testing the impact of multiple ideas into your portfolio.

Top notch financials

  • Latest portfolio theory
  • Automated analysis
  • Math & statistical approach

Extremely easy

  • 2 – clicks away from
  • your optimal portfolio

  • As easy as drinking coffee

Reliable insights

  • Top-down quant insights
  • Bottom-up fundamentals
  • MIT engineered

What is the next step?

Expertis system “vault” will easily allow you to identify investment opportunities and assess the value this new ideas bring to the table.

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NEW INVESTMENT IDEAS – VALUATION

Got an idea and want to analyze it fast?   Expertis gives you the tools to quickly identify new potential investment thesis, get the information you require to do a valuation and perform a fundamental analysis of a stock.  Eliminate all of the hustle of analyzing one 2 to 3 stocks a week and make a substantial improvement to your productivity.  Not only that, your valuations are updated in real time because all the models are connected to publicly available stock market databases.

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ANALYZE PROS AND CONS TO DEFEND YOUR IDEAS

Want to know how your ideas will impact the performance of your portfolio?  No problem, we got that.  Want to know what are the probable gains or losses of all your stocks given their past performance?  You got it.   Basically we will provide you with as much information you need to defend in an quantitative and easy way the pros and cons of your investment idea.

Ultimatelly this process will lead you to an optimal portfolio of stocks and better risk-adjusted returns.

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CLOSE THE DEAL

Once you are convinced about the stock buying or selling you want, just procede.

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MEASURE YOUR ALPHA AND BETA

Want to know how good your portfolio is?  We have a track of the Alpha and Beta of your investment and other potential portfolios.  This is key information for you to convince your investors that they should give you more money to manage.  Alternatively, you will know best when an idea needs to be “retired.”   Good news is that by then you will have prepared other dozen of ideas with the simple to use expertis system.

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Don’t wait!  Get in contact with expertis!

We will be happy to hear from you!