New RIA PRO Features

By Lance Roberts | August 9, 2020

New RIA PRO Features

We always get lots of great suggestions from our users, and we are working closely with our development team to incorporate as many suggestions as we can.

Turing Point Analytics

Many of our users have requested a more active portfolio trading style which both goes long and short individual securities. We have recently fulfilled that request by striking a deal with Jeffrey Marcus of Turning Point Analytics. 

“Turning Point Analytics utilizes a time-tested, real-world strategy that optimizes the clients entry and exit points and adds alpha. TPA defines each stock as Trend or Range to identify actionable inflection points. TPA has been serving institutional clients with their trading ideas and strategies.”

Get up to 3-emails each week discussing markets, trades, outlook, and tactics.

, New RIA PRO Features

Plus receive real-time alerts of portfolio changes. 

, New RIA PRO Features

Add TPA to your currently subscription by clicking here.

This weekend we also released 2-NEW Site-Wide Features 


On your dashboard you will see a new tab your alert table below the latest Articles and Commentary boxes.

We have added all incoming news headlines in the first tab for the day, so that you can see what is potentially moving the markets. 

, New RIA PRO Features

Of course, our main news page remains under the RESEARCH tab so that you can review news from previous days from any of our sources as needed. 

, New RIA PRO Features

Importantly, next to the new HEADLINES tab remains the News, Alerts, Dividend, and Earnings data for any of the positions you have added to your personal watch lists or portfolios.

, New RIA PRO Features

New Data Feed = New Resources

We have recently acquired a data stream for the site as well which is giving access to a variety of new information sources to enhance your portfolio management opportunities. 

The first integration of the new data can be found under the RESEARCH tab by clicking on OPTIONS.

, New RIA PRO Features

Under this tab you will find all of the option chains for an individual security you are interested in. You will find all of the available strike months, call and put options for each month and strike, as well as the current bid and ask for each option.

With this data you can start to construct a variety of hedging strategies from writing puts, to covered calls, cashless collars, ratio spreads, etc. 

, New RIA PRO Features

Much More Coming

Over the next few months we have a lot of new features in the works for you. Such as:

  • A premium technical charting service which will allow you to save your settings, create multiple charting templates, access to dozens of indicators, etc. 
  • Insider trading information 
  • Corporate announcements.
  • Click-to-trade
  • Automated portfolio management
  • Financial planning 

We are dedicated to making RIAPro a useful tool for your personal money management needs. With your help and suggestions, we will continue to improve. 

Thank you for using RIAPro and let us know how we can serve you. 

Talk with an Advisor & Planner Today!


Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
Customer Relationship Summary (Form CRS)

> Back to All Posts