Portfolio optimization and technical analysis for managing financial investments
The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant parameters are optimized to maximize back tested returns on signal trading.
Monitoring and tracking the performance of a portfolio of financial assets.
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
Easily analyze the performance of any investment to maximize returns.
Easily analyze the performance of any investment to maximize returns. Compare and forecast investment performance, determine net worth and income streams, identify buy / sell indicators, make informed investment and retirement planning decisions.