NASDAQ DORSEY WRIGHT'S DWA RESEARCH PLATFORM:

10 WAYS TO HELP IMPROVE PERFORMANCE

RULES-BASED, ON-DEMAND TOOLS FOR RESEARCH, ANALYSIS AND PORTFOLIO CONSTRUCTION

Every night, our proprietary technology sifts through 7.5 million charts to provide simple analyses and clear illustrations of when, where and how assets should be reallocated.

WAY 1

START THE DAY WITH A CONCISE MARKET VIEW

Our Daily Equity & Market Report conveys timely commentary on technical developments across all major segments of the global capital markets. Also included: recommendations on stocks, ETFs, mutual funds and option strategies.

WAY 2

MANAGE CUSTOM PORTFOLIOS FOR EVERY CLIENT

Save up to 1,000 individual portfolios and easily edit, sort and track securities. Set email or text message alerts on entire portfolios or individual positions.

WAY 3

TRACK PERFORMANCE OF EVERY PORTFOLIO

Automatically monitor individual portfolio performance based on your specified allocation. Replicate trades moving forward to keep a tracked portfolio in lockstep with your holdings.

WAY 4

AUTOMATE ALERTS FOR IMPORTANT MARKET CHANGES

Use automated alerts to monitor current holdings and watch lists for important changes. Set alerts for entire portfolios, individual tickers or any of the Dorsey Wright model portfolios.

WAY 5

TAKE AN ACTIVE APPROACH TO ASSET-CLASS EXPOSURE

Monitor the relative strength of your portfolio assets for tactical allocations. The platform's Dynamic Asset Level Investing Tool ranks six asset classes from strongest to weakest, so you can weight them appropriately.

WAY 6

MODEL & MONITOR ALLOCATIONS IN MULTIPLE BROAD-BASED PORTFOLIOS

With more than 100 rules-based portfolios, you can combine multiple models to create broad-based portfolios and monitor allocation rotation. The Guided Model provides deep understanding of the methodology, while the Dorsey Wright system handles the mechanics.

WAY 7

MASTER PRE-MADE, MATRIX-BASED PORTFOLIO MANAGEMENT

The Matrix tool compares the performance of multiple securities and adds context for investment decisions. Set custom alerts for meaningful changes in an asset's price or other activity.

WAY 8

CREATE CUSTOM MATRICES TO MANAGE CUSTOM PORTFOLIOS

Create custom matrices by selecting up to 100 securities and ranking them by relative strength buy signals. This gives you the power to build, track and monitor custom portfolios, and to be alerted when any asset exceeds a given threshold.

WAY 9

MAINTAIN ASSET TEAM PERFORMANCE WITH A DEEP BENCH

Use Team Builder to define your investment universe, and then select funds, ETFs and stocks from different asset classes to evaluate.

Team Builder then categorizes and ranks them by the Dorsey Wright fund score, enabling you to select funds from a broad inventory.

WAY 10

PUT THE RESEARCH PLATFORM TO WORK FOR YOU

The DWA Research Platform provides a vast library of flexible, adaptable tools to support your process, your philosophy and your business.

Discover how it can help you increase the value you bring to every client relationship.

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