Base
- Successful investing starts here! We guide you to build a solid portfolio base with specific stock recommendations that are safe and secure
- Dividend stock recommendations are included
- Know at a glance if you need to add stocks to this category and click through to find winning stocks
- If a reduction is in order, you will know exactly how many shares to sell
Growth
- An integral part of a portfolio that requires expertise!
- We rank your current holdings based on our North Star guidance system carefully analyzing which stocks for you to keep or sell
- If you don't own enough shares of stock in this category you will be guided to find winning stocks to buy
- At a glance see the performance of your holdings based on your purchase price
Accelerate
- Only available to above average or high risk investors
- To reap BIG rewards in the stock market risk is required
- We guide you to know exactly how much money to commit to this category
- You are shown winning stocks that fit the accelerate criteria
- Click on any stock name in Portfolio Assistant to instantly
access the stock chart, North Star guidance score as well as the financial, fundamental and technical indicators
Overview
- Complete snapshot of your stock and cash holdings
- Recommendations for holdings and links to related Top-Rated stocks based on your risk tolerance level
- Step-by-step guidance for you to build a well rounded portfolio
- Visual Alerts for all recommendations & when you are On Target
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