Header banner
Revain logoHome Page
Darin Marshall photo
1 Level
1253 Review
54 Karma

Review on Wealth Dynamix by Darin Marshall

Revainrating 4 out of 5

WDX - Robust platform for portfolio management & risk management

It is very easy for me as an individual trader, or even more so if you have multiple traders within your organization using it at once - I can manage my own risk profile with this product without having someone else managing that aspect of things! The platform itself has many features which are useful when trying find ways to optimize trading processes (e.g., creating different types/sizes of baskets).

img 1 attached to Wealth Dynamix review by Darin Marshall

There could be some additional enhancements made here as well; however, they don't really seem like something we would need given how powerful existing functionality already is. We've been able to use WDX from day one by simply uploading our data into their system via Excel files rather than entering everything manually through another web-based interface such as TradeStation etc.. This allows us greater efficiency during backtesting & real time trade execution while also allowing full control over all aspects regarding portfolio construction.

Pros
  • The platform is fast, and the backtesting features are extremely easy to use and provide a lot of flexibility when it comes to building portfolios
Cons
  • I'm not a big fan of the backtesting features as they don't provide a lot of flexibility when it comes to customizing options