AKR Capital Research - Portfolio Clinic

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The Sage Investor's Custom Portfolios Give Your Portfolio An Online Tune Up!
As more and more individuals take control of their financial destiny, and manage their investments, there is a need for investors to put their portfolios "on the couch" to periodically assess whether their savings are being properly allocated. Many financial websites offer "calculator" type tools, but very little depth in analysis. The Sage Investor has endeavoured to kick it up a notch. The Sage Investor has developed THE most comprehensive online portfolio evaluation tool. In a few short minutes, you will gain valuable insight into whether your hard earned savings are being properly invested. The assessment consists of a series of forms and questions that will take about 20 minutes to complete. As you move through the assessment, the browser will store your inputs, so if you are called away, you can return to the start and the values you have already entered will be displayed. In order to derive the most value of this assessment, we strongly recommend that you be as honest as possible and try to enter the most accurate and available information you can. Your responses to the previous questions will be compiled and applied to our algorithmic model to evaluate your portfolio and to recommend a suitable model portfolio. As we are an independent investment research and consulting organization, we strive to offer an unbiased and objective interpretation of your portfolio with observations that look out for your best interests.NOTE: We do not store nor can we view any financial information that you enter. Meet John Smith To give you a sense of the depth of analysis available at the Portfolio Clinic, we would like to show you a report for John Smith. John is a 42 year old married man with kids who is self-employed and works as an indpendent consultant. He has accumulated approximately $25,000 in investment savings. He is very knowlegeable about investments and spends a significant amount of time researching his own investments. View John Smith's Report. NOTE: We recommend that you use Internet Explorer (Version 6 or later) for the assessment to work properly. The assessment will require you to input a fair amount of numbers. Before you begin the assessment, it is strongly recommended that you have the following documentation available. This will allow you to input the most accurate information in order to obtain a fair and accurate evaluation. Annual statements from your brokerage accounts, mutual funds, RRSP's Credit card statements Pay stubs Bank statements for chequing/savings accounts Other receipts for monthly living expenses Begin Assessment Disclaimer

The Sage Investor's Custom Portfolios
Give Your Portfolio An Online Tune Up!

As more and more individuals take control of their financial destiny, and manage their investments, there is a need for investors to put their portfolios "on the couch" to periodically assess whether their savings are being properly allocated. Many financial websites offer "calculator" type tools, but very little depth in analysis. The Sage Investor has endeavoured to kick it up a notch.

The Sage Investor has developed THE most comprehensive online portfolio evaluation tool. In a few short minutes, you will gain valuable insight into whether your hard earned savings are being properly invested.

The assessment consists of a series of forms and questions that will take about 20 minutes to complete. As you move through the assessment, the browser will store your inputs, so if you are called away, you can return to the start and the values you have already entered will be displayed. In order to derive the most value of this assessment, we strongly recommend that you be as honest as possible and try to enter the most accurate and available information you can. Your responses to the previous questions will be compiled and applied to our algorithmic model to evaluate your portfolio and to recommend a suitable model portfolio. As we are an independent investment research and consulting organization, we strive to offer an unbiased and objective interpretation of your portfolio with observations that look out for your best interests.NOTE: We do not store nor can we view any financial information that you enter.

Meet John Smith
To give you a sense of the depth of analysis available at the Portfolio Clinic, we would like to show you a report for John Smith. John is a 42 year old married man with kids who is self-employed and works as an indpendent consultant. He has accumulated approximately $25,000 in investment savings. He is very knowlegeable about investments and spends a significant amount of time researching his own investments. View John Smith's Report.

NOTE: We recommend that you use Internet Explorer (Version 6 or later) for the assessment to work properly.

The assessment will require you to input a fair amount of numbers. Before you begin the assessment, it is strongly recommended that you have the following documentation available. This will allow you to input the most accurate information in order to obtain a fair and accurate evaluation.

Annual statements from your brokerage accounts, mutual funds, RRSP's

Credit card statements

Pay stubs

Bank statements for chequing/savings accounts

Other receipts for monthly living expenses

Begin Assessment

Disclaimer

Disclaimer