• 6/11/2017 Performance Architecture: In this major update we have included a bevy of bug fixes, enhancements and improvements. We have switched to a high performance architecture for some of our slowest pages. Our new jQuery asynchronous page load design now meets or exceeds your performance expectations. This now applied to the settings page and the comparison page. Our walk forward backtesting now also supports multi-threading for a 4X performance gain on any of your backtests.
  • 3/15/2017 Short Selling: Short selling is a great way to improve diversification and now Gravity is happy to support strategies requiring short positions
  • 3/11/2017 Total Diversification: Gravity now computes a definitive measure for how diversification any portfolio is given the number of assets
  • 2/24/2017 Performance: Gravity updated our architecture so page response times are lighting fast so you can get more done in Gsphere we also have added page caching so the portfolio you use the most open extra fast
  • 1/15/2017 Backtesting Guide: We added a guide to help user take full advantage of the walk forward backtesting in our Hybrid robo Advisor
  • 1/4/2017 Automation Support: Hybrid RoboAdvisor users can now set any portfolio an autopilot by adding a simple tag
  • 12/20/2016 Portfolio Monitoring System: Portfolios may now subscribe to the monitoring and automation system which scheduled them for automatic rebalancing and reoptimizations
  • 10/25/2016 Historical Allocations: Users can now examine historical allocations for any point in time in the backtest and have most of the page analytics update to the selected
  • 10/10/2016 P&L Details: Users can now see portfolio events in the P&L Chart including re-optimizations, re-balancings and stop loss executions.
  • 9/24/2016 Rolling Allocation Chart for Backtests: Managers can now see at a glance the allocation history of positions and how they vary over time.
  • 9/5/2016 Increase page load times: The portfolio view page is updated for more client side logic, which enables rapid page updates
  • 8/10/2016 Custom Branded Reporting: We extended the custom branding for your embedded solutions to support the brand across all reports.
  • 8/1/2016 Group Constraints: Now you can optimize with group constraints. Group constraints are set at an industry level but can also be customized. This allows portfolio managers to control stock / bond or other category ratios while maximizing portfolio efficiency through the optimizer.
  • 7/21/2016 Fees: Now you can choose to model and report net or gross fees and can enter in your firms fees to give you investors the most accurate representation of performance.
  • 7/10/2016 Portfolio Analytics : We consolidated your favorite portfolio analytics to one fast access location and added support for all your favorite performance ratios. We also added a tab to see the performance ratios for individual positions on the table for position performance metrics.
  • 6/27/2016 Models of Models : We added support for models of models which includes support for hierarchical or nest optimizations.
  • 6/3/2016 Dynamic hurdle rate Policy: This option allows for all assets to be included by dynamically setting the hurdle rate less than the least returning asset in the portfolio.
  • 5/25/2016 Connectivity to Pershing: Robo Advisor clients can send trades to Pershing and reconcile trade and holding data.
  • 5/22/2016 Improved Handling of Money Market funds: Money markets funds are automatically included to cash.
  • 5/21/2016 Performance: Strong performance update with simulation and stop loss backtesting speed up for a several X performance gain.
  • 5/19/2016 Adjustable Moving average position stop loss policy: A stop loss order can be generated for any position based on moving average logic for backtests or automated strategy implementations.
  • 5/18/2016 Dynamic option for calculation dimension: Users can now set a calculation dimension to be dynamic based on the portfolio size the options are concentrate, Default and Broaden.
  • 5/15/2015 Improved Sharing logic: Sharing is extended to share portfolios, benchmarks, candidate sets.
  • 5/12/2016 Gsphere Web Service: Now your favorite applications can connect to Gsphere to retrieve account, model, recommendation and trade data.
  • 5/11/2016 Brand Administrator Role created for enterprise robo advisor clients
  • 5/10/2010 Usability: Streamlined guest account user interface for Robo Advisor clients.
  • 5/9/2016 Automatic Recommendations: Gsphere now supports the automatic production of a recommended portfolio. The recommendation can be automatically delivered to an investor after inputting their risk profile information and configuring the system with default policy tree and candidate sets.
  • 5/2/2016 Client Portal: Gravity is proud to include a robust white labeled client portal to our Robo Advisory partners. The portal can be custom configured and include dozens of reports including support for account, client and household.
  • 5/1/2016 Advisor Portal: Our advisor portal for our robo advisor clients offers customized access to over 70 white labeled reports including management reports, performance reports, analytics. This functions as a complete service station for client request.
  • 4/30/2016 Portfolio Monitoring: Gsphere now supports a monitoring service that detects needed portfolio reoptimizations, rebalancings and risk management signals.
  • 4/29/2016 Details of all policy descriptions added to help file
  • 4/20/2016 Account Funding: Investors can now fun their account online with an easy to use ACAT system
  • 4/10/2016 Advanced Investor Mapping: This is a pace setting new technology that takes investor objective data to customize the portfolio. When the investor has set their risk profile and the advisors have created a set of candidate investments Gsphere takes the reigns. Instead of the old way where risk profile information is used to select a portfolio on the efficient frontier, Gsphere uses all the investor information to customize the portfolio in a more complete way. In proper Gsphere fashion we integrate investor preferences and objectives in a dynamic six-dimensional construct, not a one dimensional discredited risk – return framework.
  • 3/27/2016 Recommendation report: This report provides end of day trade instructions to update a portfolio or sell out of a portfolio and into another
  • 3/17/2016 Account Opening: Gsphere now includes an account opening feature that enables Robo Advisor clients to embed a fully digital account opening experience into your website. The account opening delivers the contracts and paperwork and opens the account at the custodian. An integrated account funding module can support simple ACAT transfers.
  • 3/15/2016 Threshold Constraints: the constraints which are set in the policy tree provide for a minimum allocation which prevents small nuisance positions that would potentially cost too much to trade. This constraint is only applied to allocated positions so that it does not impact portfolio diversification efficiency logic.
  • 2/1/2016 Self Sign up: Advisors can now subscribe online and get instant access to the advisor and portfolio managers versions
  • 1.15.2016 Enhanced Sharing: Gravity can now share policy trees, benchmarks and candidate sets with users so our clients can hit the ground running and Gravity can manage more of the investment process for you
  • 1/11/2016 Risk Profiling Trade Offs: Gsphere now forces users to make deliberate trade off decisions about what portfolios are important to them. This imposes a more realistic assessment of the objectives to better define and meet investor expectations
  • 11/20/2015 Global Stop Loss Policy: Stop losses can now be incorporated to a policy tree and instantly applied to all positions in the portfolio.
  • 11/20/2015 Stop reinvestment options: After executing a stop loss order, users can set inside Gsphere the rules for reinvestment
  • 10/10/2016 Portfolio Superposition: The superposition of a recommendation is the average of the allocations produced by applying a monte Carlo simulation to the inputs. IT has the effect of creating a smoother and more pragmatic and often more diversified allocation.
  • 9/5/2015 Global Exchange Product Support: Gsphere provides simple out-of-the box support for nearly any exchange traded product on the planet.
  • 9/1-2016 Drift Report: Users can now quickly see which positions are out of balance
  • 8/20/2015 Enhanced Benchmark statistics: benchmark stats can now be integrated to other charts
  • 8/11/2016 Folders: Users can now organize their research and portfolio work with customizable folders
  • 7/31/2015 Return Blending: Users can now blend return estimations from multiple sources using a simple slider and viewing the results dynamically on page
  • 6/25/2015 Stop Loss Policy Users can now set stop loss sales to add a new dimension of risk management. Stops losses can be set uniquely for any position and can be based on three different logical types:
    Absolute value
    % Decline
    Volatility
  • 6/17/2015 Support for Fixed samples: Sample periods can be elected as either relative or fixed, so that the update with the passage of time or are locked down to account for a particular period of time believed to produce meaningful forecasts
  • 5/25/2015 Benchmark support stats now include R2, Beta and Alpha
  • 4/4/2015 Dividend Yield: support for portfolio dividend yield calculation
  • 3/10/2015 Models of Models: Support for models of models or picture in picture
  • 1/16/2015 P&L Chart Details: The P&L chart now, optionally shows the details of a multi-period Backtest, including the rebalancing’s and reoptimizations
  • 1/2/2015 Automatic walk forward Backtest: users can now easily create an automatic walk forward Backtest, having multiple optimizations nested inside the strategy for the most accurate possible strategy test.