• stepping up to "advanced" level
  Good morning.... I am one of your earliest subscribers and have an annual charge of $99.99.  Would you allow me to step up to Advanced status for the annual charge $199.99? If so, please advise how I can implement this change.  Thank you.  Fred Bernardi

  sojourner asked · 03/04/2021 · 1 replies
  Re.

  • #1
  • Responded your email. Thank you. 
    Admin · 03/04/2021 15:03:15

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• Creating Watchlists/Portfolios
  Is it possible to create Portfolios/Watchlists and display performance for all teh symbols in the Watchlist/Portfolio? I used the Compare feature for ETFs in Asset Classes - its really cool. It even allows one to add symbols so I can compare my own list. It would be really cool to save such lists as Watchlists/Portfolios for performance.
  

  rptrader1 asked · 02/20/2021 · 2 replies
  Re.

  • #2
  • Thanks very much
    
    rptrader1 · 02/22/2021 13:47:26

  • #1
  • You can just simply bookmarked the URL of the comparison. The symbols are in the URL.
    Admin · 02/22/2021 12:39:09

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• How to pay Via Credit Card
  I don't use Paypal for ethical reasons. Your pricing webpage looks like it has options to use credit cards but only takes you to a pay by Paypal page. How to pay via credit card and skip the Paypal nonsense.

  CTrebel53 asked · 02/10/2021 · 1 replies
  Re.

  • #1
  • Hi, we only use PayPal as a processor of credit cards. You really don't need to use PayPal's other functions/features. We understand your concern and are planning to change this in the future. Thanks
    Admin · 02/10/2021 14:27:37

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• PRWCX
  PRWCx, T. Rowe Price Capital Appreciation's performance and asset allocation are incorrect.

  bullfan1 asked · 02/09/2021 · 3 replies
  Re.

  • #3
  • Saturday 2/13/21
    bullfan1 · 02/13/2021 15:06:04

  • #2
  • As of Saturday, 2/11/21 at 2:00 PM CT, it is still not fixed
    bullfan1 · 02/13/2021 15:05:29

  • #1
  • This is fixed. Thank you for letting us know. 
    Admin · 02/10/2021 14:25:15

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• Asset Allocation Composite
  How do I find the recommended funds for this?
  
  

  banderson asked · 01/08/2021 · 1 replies
  Re.

  • #1
  • Go to your dashboard and click on the portfolio MPIQ ETF Allocation Moderate  . You should now see the real time holdings (ETFs) for this portfolio if you are a paying subscriber. 
    Admin · 01/11/2021 20:09:54

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• Composite market indicator story and updates
  Follow-on question from https://www.myplaniq.com/LTISystem/support_viewTopic.action?topicID=99680
  
  When did the indicator go-live? Assuming the indicator is proprietary, how do I know I can trust the historical trades it recommends? For example, the indicator seems to say to move to treasuries just before the large COVID dip in March and then start re-buying in May. This seems great; OR did you change the indicator recently to make sure it historical performance demonstrates this desirable insight?
  
  i.e. In Feb/Mar 2020, did the indicator (and/or associated portfolios) tell actual subscribers to sell equities and move to treasuries?

  jason1365 asked · 12/17/2020 · 1 replies
  Re.

  • #1
  • The composite indicator went public live November 2019 https://www.myplaniq.com/invest/20191112-november-11-2019-market-indicator-and-momentum/  . The indicator is based on our years of research and experience and it's essentially derived from major stock asset price momentum, sector divergence and several important economic indicators. The idea is that when economy and markets are doing well, stick to risk assets, don't rely on bond and stock relative strength. We have long used major multi-assets across risk and bonds to identify and invest in top asset classes. However, the strength of bonds is not always an indication of the weakness of stocks and other risk assets because of central bank and government ultra stimulating policies in recent years. 
    
    Our live portfolios did go to treasures at the beginning of March and we started to get back to stocks in early June. Stocks began fully allocated at the beginning of October. This was to our subscribers. 
    
    We did make another change in the indicator (by adding an important economic indicator) and the current one made full target stock allocation in June. 
    
    
    
    Admin · 12/18/2020 14:50:07

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• fidelity investments
  all investments are 401k with fidelity.  Do you have a plan for this?

  rlachman asked · 12/07/2020 · 1 replies
  Re.

  • #1
  • There are many 401k plans on Fidelity platform. Please email us the list of funds and the name of the public 401k plan and we can help to create the plan. Before doing that, you can search for our database to see whether we already have the plan. 
    Admin · 12/08/2020 14:00:48

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• change password
  change password?

  rlachman asked · 12/07/2020 · 2 replies
  Re.

  • #2
  • Please send instructions to reset password.email:udpg3717@gmail.com
    Thank you.
    marc3717 · 12/21/2020 11:52:20

  • #1
  • Many users are confused with MyPlanIQ: some think MyPlanIQ has their 401k accounts info. Please note that MyPlanIQ has no relationship with any retirement and other public investment plans nor we are affiliated with any other institutions. We only provide investment model (virtual) portfolios for various retirement plans. For your actual 401k or other investment plans, please direct your questions to those institutions/companies. 
    
    If you happened to create a MyPlanIQ account yourself and have a hard time to reset password, please email us (support at myplaniq.com) for more info. 
    
    
    Thank you. 
    Admin · 12/08/2020 13:59:07

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• Strategies with High Beta ETF
  It appears that SPHB outperforms the S&P500 during extended periods of a bull market. Are there any strategies that include SPHB as a candidate etf? I checked the Style ETF strategy and did not see this listed.
  

  rptrader1 asked · 12/03/2020 · 5 replies
  Re.

  • #5
  • Thank you very muhch.
    
    rptrader1 · 12/04/2020 21:04:37

  • #4
  • Go to your dashboard and click on Portfolios table and scroll down to Advanced Portfolios section, you'll find the instruction on how to customize an advanced portfolio. 
    Admin · 12/04/2020 14:23:26

  • #3
  • I do not know how to customize a portfolio. When I clicked on the Customize button it takes me to a page with various fields but there is none that shows the component ETFs for the strategy. Do u have a guide that explains how one can customize the strategy to add component ETFs?
    
    rptrader1 · 12/03/2020 17:21:37

  • #2
  • Thanks very much
    
    rptrader1 · 12/03/2020 17:13:12

  • #1
  • Sorry, we have no portfolio that uses SPHB as a candidate. The high beta factor is not considered to be a main factor. However, as stated before, as an expert user, you can customize/make a new portfolio with funds of your choice by customizing an existing one such as the one Style ETF one, for example. 
    Admin · 12/03/2020 16:22:52

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• change password
  Tired to change my password but was unable. Message indicated something to do with verification code. Please help.

  gillco asked · 12/03/2020 · 1 replies
  Re.

  • #1
  • Can you send email to support at myplaniq.com with a screenshot, if it's possible?
    Admin · 12/03/2020 14:45:51

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