TRAINING GUIDES FOR ADVISORS
Getting started
Getting started on Emotomy using walk-throughs of some of the sites basic functionality in this training guide.
Building Custom Portfolios
Create portfolios by selecting individual securities by percentage or dollar amount, or uploading the details of a portfolio with a spreadsheet.
BUILD YOUR OWN PORTFOLIOS
Creating Custom Portfolios
Use this steps to create custom portfolios for your clients and link a brokerage account.
UNDERSTAND YOUR PORTFOLIO'S INVESTMENT APPROACH
Generating Performance Reports
Use Emotomy's tools to review performance analysis or to receive an
Compare Performance
Compare performance of building blocks, securities custom portfolios and benchmarks.