Everyone

Dynamic Investment Advisors, LLC

Marshmallow

Create recommended portfolio in minutes. Chat room with other app users. Explore stocks. Receive alerts about market moves and portfolio recommendations. Rebalance portfolio to sell overpriced stocks and buy undervalued. Manage your portfolios. 
RECOMMENDED PORTFOLIO
Stock Advisors app generates a recommended portfolio for users. The recommended portfolio is diversified and is based on proprietary research model. In addition, users can create and manage their own portfolios. Users can have multiple portfolios in their portfolio dashboard. User can also have multiple portfolio dashboards. Portfolio dashboards are tagged by user created ids and can be opened on any device that has Stock Advisors app on it making it portable and distributable. Financial Advisors and fund managers can utilize this capability to communicate/share portfolios with their users.
STOCK IDEAS (CHAT ROOM)
Stock Advisors offers chat room called stock ideas on the app.  The feature is in chat room format and provides a platform for users to discuss and share their ideas, thoughts and opinions about stocks and market with other app users.
REBALANCE
Rebalance feature allows users to sell overvalued stocks and buy undervalued stocks in portfolio. We recommend users to rebalance existing portfolio at least once a month.  Rebalance feature takes the existing portfolio and updates to latest recommended portfolio. The rebalance also offers updating amount if users want to consider adding or withdrawing money and optimizes portfolios for new amount. The resulting trades will have buys/ sells accordingly.
TRADES
Generation of recommended portfolio or updating/rebalancing feature generates trades. The resulting trades can be easily exported to brokers.
EXPLORE STOCKS
Explore stocks by selecting a stock in search box or from portfolio. The information includes live quotes, options quotes, news/upcoming events, earnings, company info., performance, financials, ratings, fundamental statistics including ratios and multiples.  
DAILY MARKET COMMENTARY, PORTFOLIO UPDATES as ALERTS
Receive notifications with daily market commentary and portfolio changes. Market commentary gives synopsis of events shaping up the market. Portfolio updates provides stocks added or deleted to portfolio with analysis.
THREE MONTH FREE TRIAL
Explore and evaluate the app free for first three months

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