Stockbroker Analysis Service

The best way we could think of to critique an account’s performance is with a grade. Just like in elementary school.

Since a stockbroker’s performance is almost never quantified - their job is eactly like going to school and never having to worry about grades.

Well, recess is over!

With a single letter, we can summarize years worth of your account's performance and activity.

Each account is graded based upon its performance when compared to the market’s "Relative Rate or Return."

With a single letter, we can summarize years worth of performance and activity. Pass or fail?

Each account is graded based upon its performance when compared to the market’s "relative rate of return."

The grade can also be adjusted to reflect factors like a portfolio’s commission costs. High commission accounts may have their grade lowered to reflect excessive costs.

Because we have no way of knowing who actually controlled the account, the grade is meant to reflect the portfolio’s performance and not the stockbroker.

This grade and our reports do not reflect or critique the investment style, suitabiity or asset allocation.