- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations (everything offline)
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise return/Sharpe ratio or minimize risk
- Optimizer can be run either under low or high accuracy mode (warning: time elapsed under high accuracy is higher than under low accuracy mode) - time elapsed for optimization is also function of the number of assets in the portfolio
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then updated manually by the user for each pair of assets based upon his/her own assumptions (use the application either under correlation or covariance modes)
- Historical asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.
- IMPORTANT DISCLAIMER: This app does not represent neither financial or investment advice, nor investment recommendation. The assumptions and results of this app are theoretical, based on user's own knowledge, and objectives are set for educational purposes for students or professors in the field of portfolio management. This application provides financial information and tools for informational purposes only. While we strive to provide accurate information, we make no warranties regarding its completeness, accuracy, or reliability. Any reliance on the information is at your own risk. We will not be liable for any loss or damage arising from the use of this application. The information presented is not intended to substitute professional financial advice. Users should consult with a qualified financial advisor before making any financial decisions. By using this application, you agree to release us from any liability and waive any claims related to its use or the information provided.
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations (everything offline)
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise return/Sharpe ratio or minimize risk
- Optimizer can be run either under low or high accuracy mode (warning: time elapsed under high accuracy is higher than under low accuracy mode) - time elapsed for optimization is also function of the number of assets in the portfolio
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then updated manually by the user for each pair of assets based upon his/her own assumptions (use the application either under correlation or covariance modes)
- Historical asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.
- IMPORTANT DISCLAIMER: This app does not represent neither financial or investment advice, nor investment recommendation. The assumptions and results of this app are theoretical, based on user's own knowledge, and objectives are set for educational purposes for students or professors in the field of portfolio management. This application provides financial information and tools for informational purposes only. While we strive to provide accurate information, we make no warranties regarding its completeness, accuracy, or reliability. Any reliance on the information is at your own risk. We will not be liable for any loss or damage arising from the use of this application. The information presented is not intended to substitute professional financial advice. Users should consult with a qualified financial advisor before making any financial decisions. By using this application, you agree to release us from any liability and waive any claims related to its use or the information provided.
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