Nov 13, 2024
Data Platform Beta Launch Notice
Ryunsu Sung
Hello members,
This is Seong Ryoonsoo from the AWARE team, working with you to build a better financial environment so that everyone can fully focus on what they do best.
Our model portfolio, built on AWARE’s border‑crossing, world‑class research capabilities, has achieved a cumulative return of 96% in just a year and a half since launch. This would not have been possible without the effort and dedication of our research team, and the support and encouragement from all of you who made it possible.
We were delighted to see the positive response from members after we migrated the AWARE content platform to open‑source software early last month. Today, we are pleased to announce the beta launch of the Model Portfolio Platform. We have improved the experience so that you can now check, directly on the website and in real time, the model portfolio’s performance, transaction history, and more, which we previously updated manually by email.
As shown in the image below, you can access it by clicking the “Model Portfolio” button located roughly in the middle of the left sidebar on the website. On mobile, tap the three‑line icon at the top left to open the sidebar.
How to use
- Portfolio tab: View total return, portfolio value, cumulative P&L, daily return, and cash allocation.
- Allocation tab: See the allocation of each holding and cash at a glance through a pie chart.
- Details tab: Check the allocation and return for each individual holding.
- Transactions tab: Review traded securities, prices, and transaction types (BUY, SELL, SPLIT = stock split) from the most recent back through past history.
- Calculator tab: Enter an amount in KRW in the “Equity Capital” field and click “Save” to calculate how many shares and how much you can buy for each holding.
We have tried to design the platform to be simple and intuitive to use, reflecting member feedback, but as it is still in beta there may be areas for improvement. Please contact us via the community channel or at [email protected] so we can continue to refine it.
Thank you.
Sincerely, Seong Ryoonsoo
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