Author

Pascal Lefrancois

Nov 21, 2019
Release Notes 20191121.1

Overview This post details the changes that went into Production for Inovestor for Advisor on November 21th, 2019. We are proud to launch on our 20th anniversary  the best portfolio available to advisors. This portfolio…

Pascal Lefrancois
Sep 13, 2019
StockPointer® US and ADR Equities Model Portfolio Transactions – September 20...

StockPointer® US and ADR Equities Model Portfolio Transactions – September 2019 We have rebalanced the Nasdaq Inovestor Global Index based on our US and ADR Model Portfolios, which will be effective on September 20th after…

Pascal Lefrancois
Jul 05, 2019
Release Notes 20190705.1

Overview This post details the changes that went into Production for Inovestor for Advisor on July 5th, 2019. Feature 1 Added Key Performance Indicators Four new KPI’s added – Reputation, FGV on Market Capitalization, Economic…

Pascal Lefrancois
Jun 26, 2019
Executive Summary

The New Executive Summary Explained StockPointer subscribers have access to a revamped Executive Summary that provides more analytics to simplify interpretation. In addition to the upgraded user-interface, three new features have been added: Upgraded Intrinsic…

Pascal Lefrancois
Apr 09, 2019
Release Notes 20190409.1

Overview This post details the changes that went into Production for Inovestor for Advisor on April 9, 2019. Feature 1 Revamped SPiX Page (Indices). Old SPiX page has been removed from the menu and replaced…

Pascal Lefrancois
Sep 18, 2018
Release Notes 20180918.1

Overview This document details the changes that went into Production for Inovestor for Advisor on September 18, 2018. Feature 1 Add SP Score as a screen-able field. Users are now be able to add SP…

Pascal Lefrancois
Sep 12, 2018
Score Card

The New Score Card Explained As of September 18th, StockPointer subscribers will have access to a new ScoreCard that will provide more information and more accurate insights to investors. All legacy data remains but will…

Pascal Lefrancois
Sep 12, 2018
Screener

Filtering Companies Or Funds The new screener is a user-friendly feature used to allow subscribers to filter stocks or funds according to a specific criterion. The following features have been included in the upgraded version:…

Pascal Lefrancois
Apr 13, 2018
Canadian Model Portfolio Transactions – April 2018

Canadian Model Portfolio Transactions – April 2018 Sales: – Richelieu Hardware Ltd (RCH) – WSP Global Inc. (WSP) – Emera Inc (EMA) Buys: – Brookfield Asset Management (BAM.A) – National Bank of Canada (NA) –…

Pascal Lefrancois
Jan 15, 2018
Canadian Model Portfolio Transactions – January 2018

We rebalanced the portfolio this January with 3 ins and 3 outs. Two of them, Thomson Reuters (TRI) and Open Text (OTEX) were sold as a sector rotation, and EnerCare (ECI)  was replaced for falling…

Pascal Lefrancois
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