Brokerage service spun off into William O’Neil Securities, Incorporated to focus on building broker/dealer relationships with clients. William O’Neil + Company remains focused on providing institutional registered investment advisory services to clients.
Opening of offices in London and the establishment of William O’Neil India Private Ltd. further expand the Company’s global market reach
MarketSmith, Incorporated (replacing Daily Graphs, Inc. and DailyGraphs Online), a web-based investment research platform for individual investors, is launched
Introduction of PANARAY®, an institutional investment research platform that provides a unique visual display platform for our stock data and research offerings
Addition of AlphaScope®, a unique equity recommendation algorithm, to the Company’s portfolio management services
The establishment of William O’Neil + Company China Private Ltd. aims to bring our unique investment methodology to Asia
Addition of the China A Shares Focus List to the Global Focus List suite of services