Prudena is Closing to the Publish October 31, 2017! We are merging with Seven Shadow LLC, and will no longer be open to the public (i.e. you will not be able to log in and the models will not pull data). If you have questions or are interested in custom financial analysis, please contact us.

Our Process

Our Process

Value Investing is a Process

To be successful at value investing, it is very important that you have a process. Just like a pilot reading down a check list, a good process will save you from rash, regrettable decisions. A good process can do more than mitigate the many risks involved in investing. A good process can also help you find, and exploit, opportunities that are right for you. Ask any professional value investor, and he or she will stress the importance of a solid investment process with robust external feedback.

The PRUDENA Process

One of our primary goals at Prudena is to assist users in implementing a professional-grade investment process. There is nothing exciting about a good process. However, we believe that developing, and sticking-to, a robust process can make the difference between meeting your investment goals and falling short. Click on the boxes below to learn more about each step in our process that takes you from idea generation all the way through to monitoring your portfolio.