Building your own portfolio of company stocks
One app to build your own stocks portfolio
- advanced technology working behind the scenes
Fundamental stock analysis
Focuses on a company’s financial position, its ability to generate cash flow, and its potential to generate future growth in cash flow. Including excess return forecasting and fundamental indicators such as earnings and growth rates
Sentiment analysis
Applies NLP in sentiment analysis for use in investment valuation models and the decision-making process, with data from multiple types of sources.
Stock portfolio algorithms
Fundamental factor models, where factors are attributes of stocks or companies that are important in explaining cross-sectional differences in stock prices. Establishes desired exposures to several risk factors in portfolios.
The rise of the retail investor
572.000
There are 572.000 retail investors on Oslo Børs.
< 40 years
The majority of retail investors on Oslo Børs are under 40 years of age.
52 %
Retail investors accounted for 52 % of global assets under management in 2021.
The challenges for retail investors
Social media and gossip
- Stock selection process by retail investors often rely on friends and financial influencers on social media to inform/drive their investment decisions.
- With the rise of social media, anyone can give their opinion on financial matters - whether they are qualified or not.
“One size fits all”
- Most retail investors don't have access to independent and qualified financial analysis since their investments are not big enough to use professional analysis- and asset management services.
- Banks and other fund managers provide “one size fits all” solutions.
Advice needed
- Governments are pushing the responsibilities for investment decisions for pensions to the individual worker.
- Retail investors are increasingly interested in the impact of their investments, but the sector has been slow to respond with suitable products
Our solution
Education
Survey findings reveal 40 % of people who choose not to invest make this decision because they simply don’t know how. With our app. investors can build their own stocks portfolio and get personalized, outcome-oriented advice.
ESG and sustainable investing
Our solutions enable investors to make more socially responsible ESG-based investment decisions.
Your preferred selection
Our solutions provide selection by industries or degree of sustainability for environmental conscientious investors.
Reducing risk
Spread your investment in a portfolio of stocks to obtain a higher risk-adjusted return
Avoid herd mentality
Those affected by herd mentality blindly follow investments made by others. With our solutions investors can build their stocks portfolio according to their own financial goals and risk appetite.
The democratization of investing
Recent studies show that investing is becoming more democratic, and the investor community more diverse. With our solutions we help all investors, big and small, make better and more informed decisions.
