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The Finance K-bar
Financial Portfolio Application: Your portfolio usually consists of Stocks,
Bonds, Cash, Certificate of Deposit (CD), Options, Derivatives,...
Today, what traders, active investors or people with simply a 401K have at
their disposal is a table that lists their various investment, the opening
value of the portfolio at the beginning and the end of the reporting period.
Usually a pie chart would show the percentage of each investment.
Come Financial K-bar. In one glance you'll see every detail of your portfolio
in one easy to see, easy to understand and easy to remember format- all in
practically no time at all. You'll see the activity of your entire portfolio
and the activity of each component of your portfolio in one glace. You'll see
where your portfolio started, how much it fluctuated and where it ended [for
the reporting period] all in one shot. You'll also see the relative value of
each component, the relative value of the movement of each component [plus the
precise value of each, if so desired] for the reporting period, all in one
image.
Then you can drill-down or fractalize all these to every single component of
your portfolio. You'll see the activity of your Stock portfolio [or Bond or
Options or.], where it started, how much it fluctuated and where it ended for
the period, and every component there, their relative values and their relative
movements [plus the precise value of each, if you so desire.]
And you can drilldown to every single stock, bond,. in your portfolio. you can
also drill-up, drill sideways- total fractalization at your fingertip.
In intuitive, simple to use and simple to understand K-bars, you'll see when
you opened a position, closed one, what you did. No matter whether you
establish a long or a short position or close one, everything is at your
fingertip, visually, intuitively, quickly, simply.
You can even visualize intuitive what-if scenarios. [what if you buy 2,500
shares of Microsoft at $28.75 today and it goes to $30.50 in 3 months vs., if
you short 3,500 shares of Cisco at $22 and it goes to $20.75.]
Total portfolio management with a level of information transparency NEVER
available before in a visual, intuitive, simple to understand and work with
that shows you all the relative and precise values of every piece of your
portfolio and their movements in practically no time. Investor is in total
control and awareness.
For the trader: it can save you much valuable time, and thus get you ahead in a
business that seconds are an eternity, making the difference between profit and
loss.
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