Track and protect your growth

The reason to invest is to grow your wealth. At Alphamolly our tools and approach help you to manage your portfolio, minimise the unexpected losses that can drag on performance, giving you the best opportunity to reach your investment goals.

Set your investment goals

Defining an investment goal is crucial. Whether your aim is to save for a house deposit, pay off student debt, or build a decent retirement fund, setting a clearly defined objective will enable us to help you track your performance more effectively, providing you with the insights you need to stay on track. You can even set different goals for different portfolios.

Setting an investment goal couldn’t be easier. You decide on what you want to set as your goal. This could be tracking a market index, a security, an economic indicator, or simply setting an annual percentage return.

Remember, it’s your choice, and you’re in control.

We care about your performance which is why we calculate it in real-time.

As investors, you will typically hold securities for a longer time horizon than those who typically conduct short-term buying and selling to seek short term gains. Since you hold your investments for longer time horizons your performance is impacted by fees and income, typically dividends. That’s why we calculate “Total Return“. This allows you to see the true performance of your investments, including fees and income. Because we calculate this daily, you can easily monitor your performance over time, helping you to maintain peak performance for longer.

We also calculate it for comparable peers enabling you to assess your investment choices and change them if you so choose.

Track your performance in realtime

Track your performance in realtime

We care about your performance which is why we calculate it in real-time.

As investors, you will typically hold securities for a longer time horizon than those who typically conduct short-term buying and selling to seek short term gains. Since you hold your investments for longer time horizons your performance is impacted by fees and income, typically dividends. That’s why we calculate “Total Return“. This allows you to see the true performance of your investments, including fees and income. Because we calculate this daily, you can easily monitor your performance over time, helping you to maintain peak performance for longer.

We also calculate it for comparable peers enabling you to assess your investment choices and change them if you so choose.

Monitor performance with traffic lights

It’s not easy to identify how well your investments are doing when you don’t know what’s having a negative or positive impact on them. Molly works hard to simplify this for you with clear traffic light indicators, Drift, Drag, and Risk.

  • Drift helps you quickly understand how you are performing overall verses your investment goals
  • Drag helps you to easily identify which holdings are holding back your performance
  • Risk helps you to determine which funds you have invested in that have moved outside of your risk tolerance.

Red or amber, simply click on the indicator and Molly tells you what she’s sniffed out. All in real-time, keeping you fully in control and in the game.