CREATE
Model your portfolio in MTM, easily add and track your current stocks, and archive stocks to review past performance.
MTM Data Research:
Your intelligent portfolio assistant.
Simply manage your personal stock portfolio, track upcoming events and announcements, evaluate your performance, and identify new investment opportunities.
Explore the US stock markets here with MTM
Interested in UK markets?
Manage.
Input your portfolio, see upcoming announcements and the latest news articles. Use the journal to plan upcoming actions and keep track of the factors influencing your trading decisions.
PLAN
See upcoming financial and corporate announcements for your stocks, add your own notes and investment plans.
LEARN
View the latest SEC announcements and news articles to keep up to date on the latest events in the rapidly changing markets.
JOURNAL
Use templates to structure your purchasing and selling rationale, set reminders ahead to keep on track with your investment strategy.
Evaluate.
Find which areas of your portfolio are driving your performance and those which are weighing it down, evaluate using returns performance, financial metrics and statistical measures all in one place.
CRITIQUE
Breakdown your portfolio’s performance by sector or sub-industries to identify larger patterns within your investments.
COMPARE
See how your specific stock choices compare to their most relevant peers, before exploring whether your choice of investment sector is outperforming the rest of the market or lagging behind.
EVALUATE
Use a range of financial indicators and details to explore each company’s position and the wider investment value of each stock.
RANK
Organize your portfolio by relevant financial and performance metrics to identify which areas require action and could be replaced with more suitable alternatives.
Identify.
Using your portfolio find similar stocks correlated with your top performers, or easily diversify your portfolio finding new, high-performing sectors and industries. Compare sectors and industries against each other to suit your investment time horizons.
EXPAND
Easily find additional stocks to invest in through your current portfolio, using the “Find similar stock” button to find those that compliment your current interests.
MATCH
See which stocks share a long-term performance correlation across all sectors to find those most suitable for your portfolio.
FIND
Use our performance chart to explore the short, medium, and long term trending sectors and find those which match your investment horizons.
DIVERSIFY
Examine your current portfolio diversification by market capitalization and sector; gain the tools to explore new investments.
