Portfolio Optimization Pricing, Features, Reviews & Comparison of Alternatives

Portfolio Optimization

Portfolio rebalancing and optimization

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Portfolio Optimization overview

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, Asia, Australia, Canada, China and 7 other markets, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom

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Portfolio Optimization screenshot: Portfolio ManagementExcel Portfolio Optimization Template

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Portfolio Optimization pricing

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USD 26.00

Portfolio Optimization features

API (189 other apps)
Accounting Integration (129 other apps)
Accounting Management (125 other apps)
Activity Dashboard (129 other apps)
Automatic Notifications (114 other apps)
Billing & Invoicing (131 other apps)
Compliance Management (90 other apps)
Customizable Reporting (101 other apps)
Data Import/Export (110 other apps)
Electronic Payments (117 other apps)
Expense Tracking (123 other apps)
Financial Analysis (88 other apps)
Invoice Management (178 other apps)
Invoice Processing (105 other apps)
Multi-Currency (110 other apps)
Real Time Data (112 other apps)
Receiving (95 other apps)
Reporting & Statistics (145 other apps)
Third Party Integration (117 other apps)
Workflow Management (89 other apps)

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.