What we offer.
Data & Tools
Data on over 6,000 U.S. corporations, with analytic tools to construct portfolios, access AI-nominated peer stocks, re-balance portfolios. Gain the ability to conduct financial statement analysis, receive alerts based on changes in our proprietary company ratings, earnings, or price volatility. Exactly the data you need to measure the markets, available via API and our digital solutions.
Model portfolios developed by Price Target Research provide specific proxy’s to key market sectors, with both full and fractional share versions to meet any investment size. Users can easily load portfolios into Metrixx, providing continual valuation, auto-alerts on all holdings when company or market conditions change, and portfolio tools including peer group analysis, sector reports, and comprehensive monthly reporting.
Innovative desktop and mobile access to all Metrixx data, applications, and smart watch investing services. Fast, feature rich and fully customizable, Metrixx links investors with markets, data, advisors and brokerage providers. Tools for Digital Advisory services, including access to our Model Portfolio Hub.
We bring thought leadership, research and product expertise, and a digital distribution platform to link investor and intermediary. Our Professional Services team is available to build custom portfolios, provide turn-key investment reporting services, and to execute independent research on the markets. Call us today to learn more about our no risk, low cost service offerings.