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Popular tutorials

Portfolio Designer Overview

You will learn how to build and back-test strategies before implementing into your practice
17:47

Building a Classic Portfolio

Time to build your first portfolio.
Step by step complete instructions for building a Dynamic Adaptive Strategy
8:27

Research Overview

Research sectors, groups, individual symbols, ETF and Mutual Funds. Over 17,000 in database
4:12

Building a vDAS Portfolio

Build Virtual Dynamic Allocation Strategy giving you a customized approach to the process
14:04

Query Tool

Find symbols that match the exact criterion. This powerful data-mining will help you to locate the best that our process has to offer
8:58

Watchlist

Never miss another trade signal.

Set price targets and more...
7:30

Documentation

See all of the functions and descriptions of the process

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  • Explore PortfolioXpert
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