Financial Analytics Software Resources

• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and show your client deliverables that range from interactive overviews to in-depth discussions on topics such as tax planning and estate planning. • Goals-based Planning: Focus your client conversations on important life goals and compare detailed plans for achieving those goals. Foundational Planning provides a streamlined workflow that simplifies goal-funding conversations while Advanced Planning supports goal-focused discussions with cash flow simulations to support your advice. With eMoney, you can scale your planning conversations all from within a single platform.

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Moneytree Plan is a comprehensive financial planning tool for cash-flow based or goal based planning. It has many features including: account aggregation, client access portal, Estate planning, holistic reporting options, monte carlo, real estate planning, report audit trail, risk assessment and insurance analysis, secure document sharing.

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TradingView is a popular software for technical analysis and trading, offering a wide range of tools for charting, strategy development, and real-time market data. Here’s a basic guide on how to use TradingView: 1. Sign Up and Setup: Create an Account: Go to TradingView and sign up for a free or paid account, depending on your needs. Choose a Market: TradingView supports a wide range of markets like stocks, forex, cryptocurrencies, and more. Select the market you are interested in analyzing. 2. Navigating the Dashboard: Search Bar: Use the search bar at the top of the screen to find specific assets (e.g., stocks like "AAPL" or cryptocurrencies like "BTCUSD"). Charting Tools: Once you’ve selected an asset, a chart will appear. TradingView provides advanced charting tools that you can customize to suit your analysis. Watchlist: On the left, you can build a watchlist to keep track of your favorite stocks, cryptocurrencies, or other financial instruments. 3. Using Charts: Chart Types: You can choose between different chart types such as candlestick, line, bar, or area charts. Timeframes: Select from various timeframes (1 minute, 1 hour, daily, weekly, etc.) to view price action in detail. Indicators: TradingView offers hundreds of built-in technical indicators (e.g., moving averages, RSI, MACD). Click the "Indicators" button at the top of the chart to add these. Drawing Tools: Use drawing tools like trendlines, Fibonacci retracements, and text boxes to mark key levels on the chart. 4. Setting Alerts: Create Alerts: Set price alerts by right-clicking on the chart or using the alert button. You can customize alerts for price movements, technical indicator levels, and more. 5. Backtesting & Strategy Development: Pine Script: TradingView allows users to develop custom strategies using its programming language, Pine Script. You can backtest these strategies on historical data to see how they would have performed. Strategy Tester: Use the "Strategy Tester" option at the bottom of the chart to evaluate the performance of pre-made or custom trading strategies. 6. Community and Ideas: Social Features: TradingView has a large community of traders who share trading ideas and charts. You can view these ideas for inspiration or post your own. Publish Ideas: Share your analysis and get feedback from other traders by publishing ideas directly to the TradingView community. 7. Paper Trading and Brokers: Paper Trading: TradingView offers a simulated trading feature for practice. You can trade virtually to test strategies without risking real money. Broker Integration: For live trading, you can link your TradingView account to supported brokers like OANDA, Interactive Brokers, or Binance for crypto trading. 8. Mobile App: Trading on the Go: TradingView offers a mobile app (iOS and Android) so you can monitor charts, place trades, and set alerts from your smartphone. 9. Premium Features: Subscription Tiers: The free version of TradingView provides a lot of functionality, but paid plans offer additional features such as more indicators per chart, more saved chart layouts, and faster data updates. Key Tips: Keyboard Shortcuts: TradingView supports many keyboard shortcuts for quick navigation and chart adjustments. Customization: Tailor your workspace by saving templates and layouts to suit your style. TradingView is a robust platform for technical traders and investors, suitable for both beginners and professionals. You can start with the basics and gradually explore more advanced features like custom scripts, backtesting, and broker integration to make the most of your trading experience.

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