TechRules investment tools provides analytical tools that allow to obtain quantitative information of the market in a fast and objective way. T-Report WatchList Screener Markets News Investment Opportunities Global Analysis My favorite list Portfolio Manager Charting Portfolio Optimizer

1. My Portfolio Manager Beginner Advanced
Investment Tools
My Portfolio Manager is based in a methodical and quantitative analysis that includes a set of tools designed to More than 20 years of experience
integrate all daily and historical data needed for the portfolio management. support our methodology
TechRules Investment Tools provides online analytical tools that allow our clients to obtain quantitative
information of the market in a fast and objective way. With more than 20 years of experience in the market,
our methods are considered a worldwide reference.
Portfolio Summaries We tailor financial information to each Benefits
Portfolio Allocation Analysis
customer´s specific needs.
Portfolio and allocation risk analysis Broad asset universe
Relative performance Quick and easy to integrate with existing applications
Our analysis is completely independent, and
the methodology applied to the prices series History of TechRules model recommendation
not only enhances the website, but also offers
investors with analysis methods focused on Objectivity in the analysis
risk control. Easy to understand, use and
Charting monitor.
Beginner Advanced
TechRules Charting tool can be customized by the user, not only by the criteria of frequency or type of chart, but Available Tools
ble
also by adding the technical indicators that are most suitable to their investment strategy.
T-ReportTM Beginner Advanced
Provides a quantitative analysis for the understanding of an asset performance, in a short, medium and long term. It
also supplies financial information of the requested values, therefore when applying the acquired knowledge our client
The Charting options are: can make an objective analysis and find real investment opportunities. The T-Report is understood as a guidance tool
Different Charts type (OHLC, lines, candlestick charts) to help our clients to make the right decisions, moreover a system to evaluate market’s trends and invest in the right
Technical Indicators: regression lines, RSI, MACD, direction.
Momentum and Volume
Evolution vs. index
Track Record of TechRules’ models
Investment alternatives per market and sector
TechRules model signs
Historical track record
Trend analysis
Technical indicators
Portfolio Optimizer Risk analysis
Beginner Advanced
P
Portfolio Optimizer applies the principles of the Modern Portfolio Theory (MPT)
a Capital Asset Pricing Model (CAPM) for the analysis and optimization of
and
a asset portfolio, ETFs, bonds, and other types of assets.
an
S i
Spain T ( 34) 91 357 39 00
T. (+34) marketing@techrules.com www.techrules.com

2. Watchlist Beginner Advanced Investments Opportunities Beginner Advanced
WatchList is a market analitic interactive tool that makes possible the creation of daily tracking history of each asset It´s an advanced and statistical algorithm
in a short, medium and long term. Furthermore a comparison among the assets facilitates the selection of those used to identify those financial products that
that show a better performance. should be taken into account to create
trading opportunities. The assets are carefully
tracked due to their recent behavior, which
Historical performance
turns them into buying and/or selling
Last session information
opportunities.
Risk and performance
TechRules model signs
Relative performance
Technical indicators
TechRules Global Analysis Beginner Advanced
Stock comparison
Correlations matrix TechRules Global Analysis is a useful service that allows an objective analysis of markets’ trends and identifies the
variations of the markets with enough time to make the most accurate and effective investment decisions.
Screener Beginner Advanced
Global Trends
Analyzes investment opportunities among
assets, funds, ETFs, bonds, etc., using
different criteria. It is an advanced searching T
TechRules Global Analysis offers:
tool that allows multiasset and multicurrency Simultaneous market analysis
investment opportunities analysis.
Analysis and explanation of model’s signs
Market speed analysis
Glob l Map
Global Maps
Global Maps
lobal aps
b
Markets Statistics of the usability
Beginner
g Advanced
This tool shows the evolution, trend and risk Access history (number of entrances in the last months and
Complete market history)
parameters of the main markets in the world. It
provides access to a complete, detailed and
individual report. It is adjustable and limitless,
always in accordance with client’s requirements.
News Beginner Advanced
My Favorite List Beginner Advanced
Updated summary with the latest and most important news of
the national and international financial markets. It can be My Favorite List enables a set list of preferable or desired assets,
customized and fed with the news coming from the data that the where the evolution of those assets are shown. It analyzes the
client chooses. Furthermore, could provide the details of the performance (WatchList), compares the different assets between
origin of the news (source and exact time). them and provides a complete and detailed report of each asset
(T-Report).

3. Watchlist Beginner Advanced Investments Opportunities Beginner Advanced
WatchList is a market analitic interactive tool that makes possible the creation of daily tracking history of each asset It´s an advanced and statistical algorithm
in a short, medium and long term. Furthermore a comparison among the assets facilitates the selection of those used to identify those financial products that
that show a better performance. should be taken into account to create
trading opportunities. The assets are carefully
tracked due to their recent behavior, which
Historical performance
turns them into buying and/or selling
Last session information
opportunities.
Risk and performance
TechRules model signs
Relative performance
Technical indicators
TechRules Global Analysis Beginner Advanced
Stock comparison
Correlations matrix TechRules Global Analysis is a useful service that allows an objective analysis of markets’ trends and identifies the
variations of the markets with enough time to make the most accurate and effective investment decisions.
Screener Beginner Advanced
Global Trends
Analyzes investment opportunities among
assets, funds, ETFs, bonds, etc., using
different criteria. It is an advanced searching T
TechRules Global Analysis offers:
tool that allows multiasset and multicurrency Simultaneous market analysis
investment opportunities analysis.
Analysis and explanation of model’s signs
Market speed analysis
Glob l Map
Global Maps
Global Maps
lobal aps
b
Markets Statistics of the usability
Beginner
g Advanced
This tool shows the evolution, trend and risk Access history (number of entrances in the last months and
Complete market history)
parameters of the main markets in the world. It
provides access to a complete, detailed and
individual report. It is adjustable and limitless,
always in accordance with client’s requirements.
News Beginner Advanced
My Favorite List Beginner Advanced
Updated summary with the latest and most important news of
the national and international financial markets. It can be My Favorite List enables a set list of preferable or desired assets,
customized and fed with the news coming from the data that the where the evolution of those assets are shown. It analyzes the
client chooses. Furthermore, could provide the details of the performance (WatchList), compares the different assets between
origin of the news (source and exact time). them and provides a complete and detailed report of each asset
(T-Report).

4. My Portfolio Manager Beginner Advanced
Investment Tools
My Portfolio Manager is based in a methodical and quantitative analysis that includes a set of tools designed to More than 20 years of experience
integrate all daily and historical data needed for the portfolio management. support our methodology
TechRules Investment Tools provides online analytical tools that allow our clients to obtain quantitative
information of the market in a fast and objective way. With more than 20 years of experience in the market,
our methods are considered a worldwide reference.
Portfolio Summaries We tailor financial information to each Benefits
Portfolio Allocation Analysis
customer´s specific needs.
Portfolio and allocation risk analysis Broad asset universe
Relative performance Quick and easy to integrate with existing applications
Our analysis is completely independent, and
the methodology applied to the prices series History of TechRules model recommendation
not only enhances the website, but also offers
investors with analysis methods focused on Objectivity in the analysis
risk control. Easy to understand, use and
Charting monitor.
Beginner Advanced
TechRules Charting tool can be customized by the user, not only by the criteria of frequency or type of chart, but Available Tools
ble
also by adding the technical indicators that are most suitable to their investment strategy.
T-ReportTM Beginner Advanced
Provides a quantitative analysis for the understanding of an asset performance, in a short, medium and long term. It
also supplies financial information of the requested values, therefore when applying the acquired knowledge our client
The Charting options are: can make an objective analysis and find real investment opportunities. The T-Report is understood as a guidance tool
Different Charts type (OHLC, lines, candlestick charts) to help our clients to make the right decisions, moreover a system to evaluate market’s trends and invest in the right
Technical Indicators: regression lines, RSI, MACD, direction.
Momentum and Volume
Evolution vs. index
Track Record of TechRules’ models
Investment alternatives per market and sector
TechRules model signs
Historical track record
Trend analysis
Technical indicators
Portfolio Optimizer Risk analysis
Beginner Advanced
P
Portfolio Optimizer applies the principles of the Modern Portfolio Theory (MPT)
a Capital Asset Pricing Model (CAPM) for the analysis and optimization of
and
a asset portfolio, ETFs, bonds, and other types of assets.
an
S i
Spain T ( 34) 91 357 39 00
T. (+34) marketing@techrules.com www.techrules.com