By |Published On: July 13th, 2015|Categories: Tool How-To-Guides|

We’ve updated the technology behind our free tools for financial professionals. Unfortunately, this took a long time, but now that we’ve developed the framework, we’ll be able to launch new and better tools in the future.

tools alpha
The current core modules are the following:

Allocation Architect: This module allows DIY investors to backtest various asset allocation models and receive advanced portfolio analytics.

  • Trend-following focus across big-picture asset classes and categories
  • How-To-Guide

allocation architect
DIY Investing: Interesting in running your own active value and momentum strategy? Now you can!

  • Monthly updated lists of top EBIT/TEV, or “value” firms
  • Monthly updated lists of top 2-12 cumulative return, or “momentum” firms
  • Monthly updated lists for a variety of common tactical asset allocation techniques
  • How-To-Guide

diy output
Analysis Toolit (Beta): Leverage top-flight performance analytics and assess the performance of common benchmarks.

output analytics
As always, the tools are for entertainment purposes only and the projections or other information generated by the tools on the site regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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