Mission
To measureably improve investor performance
Things we do:
- Provide processes and procedures to improving investor performance through Rapid Performance Assessment™
- Provide effective training on Behavioral Trading™ and technical support tools
- Enable investors to review their performance often by simplifying delivery of information
- Use open source tools wherever possible to keep costs down
- Evolve the software based on client feedback to ensure maximum value
- Provide a clear roadmap for clients to understand when new features will come available to keep clients informed
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Things we will not do
- Provide investment advice, e.g., trade setups, equity selection, etc.
- Compete with real time platforms like TradeStation, ThinkorSwim, etc.
- Provide direct access for managing trades (buy, sell) at financial institutions
- Replace Quicken or Microsoft Money as a personal finance software
- Develop automated trading routines
Vision: High Performance Investing
Training, processes and tools that measurably improve investing performance
coupled with
Behavioral insights to reduce self-limiting behaviors
supported by
Proven and comprehensive metrics that deliver improved decision-making
Train the mind, improve the investor