Portfolio Optimization Pricing, Features, Reviews & Comparison of Alternatives

Portfolio Optimization

Portfolio rebalancing and optimization

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Portfolio Optimization overview

What is Portfolio Optimization?

Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Historical financial data can be based on business cash flows or financial security data downloaded automatically from the web. The portfolio optimization module provides various options for risk quantification including overall risk under the Sharpe ratio, downside or semi deviation under the Sortino ratio or analysis of gains to losses under the Omega ratio. Results of the portfolio optimization are displayed with total return comparison charts and trading required for rebalancing to the optimal portfolio weightings. The technical analysis module analyzes the value added total return from signal trading on five key technical indicators: simple moving average, rate of change, moving average convergence divergence, relative strength index and Bollinger bands. The time period constant parameters for each of the technical indicators can be automatically optimized to establish the optimal trading strategy that provides the maximum total return for the portfolio. Periodic processing of the weighting and technical analysis optimization provides a concise and automated solution for portfolio management and optimal trading strategy. The solution runs in Excel for both Macintosh and Windows operating systems.


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United States, Canada, United Kingdom, Australia, China and 3 other markets, India, Japan, Germany

Supported languages

Portfolio Optimization screenshot: Portfolio ManagementExcel Portfolio Optimization Template

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Portfolio Optimization pricing

Starting from
Pricing options
One time license
Free trial
View Pricing Plans

USD 26.00

Portfolio Optimization features

API (280 other apps)
Accounting Integration (164 other apps)
Accounting Management (183 other apps)
Activity Dashboard (231 other apps)
Audit Trail (140 other apps)
Automatic Notifications (169 other apps)
Billing & Invoicing (187 other apps)
Compliance Management (191 other apps)
Customizable Reporting (172 other apps)
Data Import/Export (183 other apps)
Electronic Payments (173 other apps)
Expense Tracking (164 other apps)
Financial Analysis (132 other apps)
Invoice Management (235 other apps)
Invoice Processing (153 other apps)
Multi-Currency (166 other apps)
Real Time Data (147 other apps)
Reporting & Statistics (262 other apps)
Third Party Integration (213 other apps)
Workflow Management (154 other apps)

Videos and tutorials

Additional information for Portfolio Optimization

Key features of Portfolio Optimization

  • Simple and logical data input and work flow
  • Solution to download financial security price data
  • Apply Minimum and maximum weighting constraints
  • Risk management under Sharpe, Sortino and Omega ratios
  • Integrated Monte Carlo simulation for probability analysis
  • Detailed analytic results with charts and trading required
  • Optimization and back tested technical analysis
  • Buy and Sell signals under SMA, ROC, MACD, RSI and Bollinger
  • Technical indicator constants optimized for maximum return.
  • Optimization of both Long and Short investment positions.
  • Ability to select custom portfolios after optimization
  • Support for mixed long/short position portfolios
  • Include a benchmark index for comparative analysis
  • Perform a rolling back test of periodic optimizations
  • Evaluate fundamental under or overvaluation of securities
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The portfolio management and optimal trading strategy solution is a complete package for asset weighting optimization as well as trading strategy identification based on optimized back tested total returns at all levels.