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​
• ​

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​