Computerized Investing Blog

Harnessing the power of technology to help individuals become more effective managers of their investments.

Cisco Systems to Buy Jasper Technologies for $1.4 Billion

Cisco Systems (CSCO) announced today its intent to acquire Jasper Technologies, Inc., a privately held company based in Santa Clara that delivers a cloud-based Internet of Things (IoT) service platform to help enterprises and service providers launch, manage and monetize IoT services on a global scale. Under the terms of the agreement, Cisco will pay $1.4 billion in cash and assumed equity awards, plus additional...

RBC Wealth Management Partners with BlackRock’s Future Advisor

RBC Wealth Management will be partnering with BlackRock’s FutureAdvisor to add new robo-tools for its 1,900 advisors and $273 billion in total client assets. RBC will be one of the largest brokerage firms that has decided to move toward a hybrid digital-human advice platform. “We are looking to digitally augment the capabilities, client experience and services we offer through our existing advisors,”...

FINRA Begins Looking Into Robo-Advisers

A top FINRA official says that the company has started reaching out to broker-dealers who offer robo-services and asking how they determine client risk tolerance, among other factors. FINRA and the Securities and Exchange Commission (SEC) released an Investor Alert regarding robo-advisory services and tools back in May of 2015. The alert listed several tips for investors to consider before using an automated...

Wealthfront Now Offers Free Portfolio Reviews

Wealthfront, one of the largest firms in the new “robo-adviser” market, announced that it will now offer free advice to investors about their accounts at other financial institutions. The new feature is called “Wealthfront Portfolio Review,” and it’s a service that creates a set of data-driven recommendations to improve prospective net-of-free, after-tax, risk-adjusted returns. To get started, investors...

Gartner Expects Worldwide Devices Shipments to Grow 1.9% in 2016

Gartner Inc. issued a press release estimating that worldwide combined shipments of devices (PCs, tablets, ultramobiles and mobile phones) are expected to reach 2.4 billion units in 2016, a 1.9% increase from 2015. End-user spending in constant U.S. dollars is expected to decline 0.5% for the first time. The device market in 2016 will continue to be impacted by country-level economic conditions. “It’s clear...

Computerized Investing: January 2016 Issue Released

Computerized Investing’s January edition is here. In this month’s release: Editor’s Outlook: Mutual Fund Madness in January I talk about why January is “mutual fund madness” at AAII and CI. Feature: Manage Your Investment Portfolio With Fund Manager Beiley Software’s owner describes how to track the performance of your investments and your portfolios with his Fund Manager program. Featured...

VectorVest Partners With TradeStation

On Tuesday, VectorVest announced a partnership that will link VectorVest’s highly rated portfolio management software with a user’s TradeStation brokerage account.  This latest development streamlines the process of executing trades through VectorVest’s platform and enhances the experience for VectorVest clients. “When it comes to stock trading, speed and quality of execution are important,” said...

10 Attractive Dividend Growth Stocks Poised to Become the Next Dividend Champions or Aristocrats

I screened the Dividend Contenders list provided by fellow Seeking Alpha Author David Fish searching for attractive valuation. This article presents 10 Dividend Contenders that I considered most attractive based on valuation and forecast long-term earnings and dividend growth. I want to be clear that these selections are not offered as a portfolio. Instead, these are 10 individual selections with various degrees...

The Year in Rover: 2015

Welcome to our second annual year in review blog post! Here we’ll take a moment to review several major product developments that we rolled out in 2015 and give you a sneak peak of what’s brewing for 2016. Stock Rover Markets Stock Rover Markets was our biggest bombshell this year, so let’s start with that. In September, we opened up a brand new site designed for daily market check-ins, quotes,...

Eleven Financial Moves to Make in 2016

Lay everything out In order to get a better idea of what you need to do with your money, you have to know where your money is. It may sound simple but… write down your assets, liabilities, big purchases you may be expecting, planned vacations and even how much money you want to put away for Christmas. Make sure you are budgeting your spending and tracking your portfolio. See CI’s Best of the Web for portfolio...