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Investor Coach
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Offer online portfolio management tool for stock investment.
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Gravity Investments
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Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
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Portfolio Style Analysis
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Portfolio style analysis, asset allocation, risk management software and consulting services.
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TradeLog
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Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
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