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>>>>>>> 21-10-21 update: Just mentioning that a great program is getting better ... Shout out to Gareth for fixing a problem with one of my numerous tracking portfolios within 24 hours!!!

Other bouquets: Gareth and Maria are now offering a monthly training seminar for their VIP clients .... great to see how the experts use the program!!!
Also continuous improvements keep rolling out: latest is to the phone app. MY early whinges about documentation are being addressed with ongoing development of a userguide and glossary.

Rival similar programs I use keep getting slower and slower ... but HALO is very very fast ... big portfolios load really quickly and appear to be resident on one's local machine so things run even faster after an inital load (unlike some other portfolio management programs that requiring long and longer waits!!!)

How about a user forum ... there was one in the v. early days but might be time to bring that idea back.
Neil. (devoted acolyte of HALO!)

Also ... a big ask I know ... but for those who frequently buy in and sell out and wind up with multiple trades in a single stock: anyway of assigning specific buys to particular sales: just to help deal with the CGT, and dividend imputation issues?

>>>>> Original review:

It has been a long ride for me with HALO a stock analysis and portfolio management program that is written within a wide ranging financial services firm which continually updates improves & extends the scope of the program. Major improvements keep coming: eg extending coverage to world wide stock exchanges & allowing users to monitor & analyse different portfolios separately or in any combination. Halo offers a very wide range of reporting & tracking tools ranging from simple to complex & caters for both tyro & experienced investors. Halo is very fast to use & permits speedy & simple entry of information: with a lot of automation. The level of support from staff is excellent.

Excellent presentation for a software package that has so many different elements.

I really do appreciate the user seminars that you provide. I struggle to find my way around this suite of programs/data, it's not intuitive to me, but getting guidance from the VIP team is gradually making it more accessible for me

I am always amazed that new ways of using Halo come out of these sessions. Halo is so comprehensive that I cannot take it all in at once and these webinars always seem to show me little tricks and fruitful ways of better using Halo. This is beyond the value of the substance of each session which are good investment strategies.

Useful training webinar, I picked up some new tips

Very satisfied with the proactive approach adopted by Ashley and the continuous support on offer. Impressed by the overall knowledge of HALO displayed.

If you have ever thought of Trading Stocks both in Australia and Overseas, look no further than Halo Technologies/Macrovue. Gareth/Maria and the Team provide a Training and Investing Platform second to none. It takes no time at all to learn and navigate around Halo, and the after Sales service is Ist Class. I thoroughly recommend them to all would be Investors. Geoff Balmforth

Service is informative well researched and presented in a clear and concise manner.
Questions are welcomed and response is timely with nothing is a problem attitude.
Provides an excellent summary to assist your investing strategy

Whitney has coached me twice not and I must say that her explanations and examples are extremely good and effective.
I look forward to another session after which I should be able to go it alone!!!!
Great product excellent tutor!!

The Halo VIP monthly webinar was very good and self explanatory. I got a lot out of it and look forward to the next one.

Excellent service from Peter Rynsaardt (and others) over the last week or two.

The Halo tool is one of the best in the market if you are looking for automation but still be in the driver's seat. Halo allowed me to set up my own investment strategy which I was not able to implement before without it. Adding macrovue makes the package complete

I am pleased to provide this review of HALO/MACROVIEW/ and HALO VIP having been a member for some 2-3 years after signing up with Gareth Iggo and team at a live seminar in Melbourne.

My use of the services provided has been more limited than I had hoped and expected due to other activities not due to the platform provided. I have been happy to invest in the services and pre-pay until 2032 as I can only see myself making even more use of the platform going forward.

The level of support for me as a novice trader, long term, non-naive investor has been excellent. The online tutorials are valuable - as they are always available should you forget - and the level of support by phone when I have run into a problem is a real bonus.

The team does, literally, hold your hand and provide the essential confidence so important to a beginner trying to master the HALO software.

The built in tools in HALO have enabled me to quickly and easily analyse my three portfolios and make timely decisions about when (and if) to BUY, SELL or HOLD my exiting Australian stocks.

More recently, the provision of International data on overseas stocks has been of great benefit.

During my past two years of membership, I have not made use of MACROVIEW to Buy and Sell but intend to test the ground going forward. Instead I have retained my personal stock-broker for convenience in buying / selling stock by phone and for maintaining continuity, discussing ideas and also for managing my trading accounts for tax purposes. I have been happy to pay their 1% brokerage and account fees to facilitate these services but can see my making use of MACROVIEW for some future trades.

Of course the trust one places in the algorithms embedded in HALO are key to the value derived. But I have been well pleased by the analysis and particularly the speed and convenience of the platform allowing multiple comparisons within and between portfolios.

I am pleased to recommend HALO VIP to potential and existing investors who wish to gain better insight into their stock portfolios and manage their trades.

I wish HALO well for their proposed listing on the ASX.

Great support in learning the HALO system. Patiently talked me thru my knowledge gaps and helped set up powerful stock scans and blends to drive my investing success.

I find Halo as an amazing tool giving you heaps of information on companies globally such as financials, histories all share trends, EPS, upcoming dividends and even polling other broker recommendations on shares. Halo also links into Macrovue (if you have opted to open a trading account) and to the ASR website where you have education and investor’s areas etc. There is also plenty of support and training provided by staff who are always ready to show you more when you are ready so you’re not left in the dark. Vincent

I found the Halo software very useful in helping me select stocks for investment.
I particularly like the "signals" feature which gives me a good indication of stocks that will perform well

Teaming up with Halo Technologies has been a double win for me. Firstly, there is nothing like the comprehensive, forward looking global data base that is available through Halo. Secondly, the support from the team, in my case mainly Gareth and Tristan, has been fantastic. What looks initially like a very complex tool designed by nerds for nerds is actually incredibly logical, easy to use and above all gives new insights into investment potential. My main interest is in international companies and trading. Getting up and running took only a couple of hours and it gets better as I become smarter at asking the rights questions. I originally viewed it as an analytical tool but now have it linked to MacroVue for direct international transactions which could not be easier and at a reasonable rate. I fully recommend Halo. Julian

Not coming from a stock market background and very limited knowledge on the subject, I found the team at Halo very supportive and helpful in guiding me towards taking my first steps in building my stock portfolio. The Halo platform simplifies the entire process and brings together all the information you need to make an informed decision on buying, selling or holding your shares. As part of the Halo VIP club, I have all the help I need from the support team at Halo.

I am new to Halo. I had 2 one-on-one sessions with Tristan and found this extreamly helpful. The system is not too complicated to use and it also can be as technical if you so choose. It is great that I know should I need any help, it is only a phone call away. Thank you Tristan.

Having chosen to retire last year I decided to get back into the stock market having a small asset base I am targeting capital growth over income, I am also at this time only looking at the Australian Stock Market. I had previously tried and failed to make any real money out of trading stock as I was choosing stocks basis of knowing and liking the company which also meant that I failed to sell when I should have. I started to look for sources of data that would help me remove the emotion out of buying and selling stocks, I found Halo and after watching a web presentation I signed up and worked through each of the training webinars, these were clear, detailed and I found Halo was very easy to use. I used the 3 step rule to find stocks to buy and recently purchased 5 stocks listed in the Blend I set up, one month later I sold three of those stock for a net capital growth of 5%. I find the data provided to be extensive, clearly presented and the application very easy to use. My account manager has been in regular contact about new webinars, features, etc.