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 Portfolio Optimizer Pro™ is ideal as a tool for professional portfolio analysts yet simple enough for the unskilled layperson who wishes to examine his/her portfolio position in a 401(k) and other investments.
- Can analyze stocks, mutual funds, exchange-traded funds (ETFs), indices and real estate investment trusts (REITs) traded on domestic or foreign exchanges
- Improves accuracy by providing fine-grained analysis using specific securities, rather than broad-brush (homogenized) classes of securities
- Determines the risks and returns for each individual security in a portfolio
- Calculates how the securities in a portfolio work in combination with each other (correlations) to minimize risk or maximize return, and distinguishes those that work together well from those that work together poorly
- Highlights which securities in a portfolio provide useful – risk-lowering – diversification and helps you eliminate those that don’t!
- Calculates the mix of specific securities that minimizes risk for a given return, or maximizes return for a given level of risk
- Gives the user full control over the amount of historical data to use, provides two alternative optimization methods, provides three industry-standard risk measurement metrics, and allows full control over the concentration of investment in individual securities
- Downloads all security performance data in real time from the Internet, relieving the user of the burden of having to input hundreds or thousands of historical prices, or having to wait weeks or even months for a data update CD which is obsolete before it even arrives.
- Allows the user to perform sophisticated portfolio analyses very quickly; even a first-time investor can perform a professional portfolio analysis in a matter of minutes!
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