Our Free Tools Are Updated: Do-It-Yourself Investors Unite

Our Free Tools Are Updated: Do-It-Yourself Investors Unite

July 13, 2015 Tool How-To-Guides
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(Last Updated On: August 9, 2015)

Readers:

We’ve updated the technology behind our free tools for financial professionals. Unfortunately, this took a long time, but now that we’ve developed the framework, we’ll be able to launch new and better tools in the future.

tools alpha

 

The current core modules are the following:

Allocation Architect: This module allows DIY investors to backtest various asset allocation models and receive advanced portfolio analytics.

  • Trend-following focus across big-picture asset classes and categories
  • How-To-Guide

allocation architect

 

DIY Investing: Interesting in running your own active value and momentum strategy? Now you can!

  • Monthly updated lists of top EBIT/TEV, or “value” firms
  • Monthly updated lists of top 2-12 cumulative return, or “momentum” firms
  • Monthly updated lists for a variety of common tactical asset allocation techniques
  • How-To-Guide

 

diy output

Analysis Toolit (Beta): Leverage top-flight performance analytics and assess the performance of common benchmarks.

output analytics

As always, the tools are for entertainment purposes only and the projections or other information generated by the tools on the site regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.


Note: This site provides no information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.


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Please remember that past performance is not an indicator of future results. Please read our full disclaimer. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. This material has been provided to you solely for information and educational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Alpha Architect to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Alpha Architect.


Definitions of common statistics used in our analysis are available here (towards the bottom)




About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.


  • BG

    What do you think about a monthly email feature to alert DIYers about changes in allocation weights?

  • Good idea.