“I ran a couple of cases using so-called diversified family funds . . . Running those couple of cases alone has more than paid for [Portfolio Optimizer Pro™].”

- David Perry, Engineer, Long Beach, CA

 

Pricing

ImagePortfolio Optimizer Pro™ is a subscription-based software product. Total usage fees vary from $4.95 monthly to $74.95 monthly depending upon your level of use and your version. Usage is metered and billed by time duration in hours, rounded to the nearest 0.1 hours.

 

Your subscription price includes

  • user license
  • access to our exclusive private members resource forum
  • unlimited technical support by e-mail
  • unlimited version updates for the duration of your active subscription.

Rates

VersionFeaturesMinimum monthly pricePrice / hourMaximum monthly price
TrialCapable of analyzing up to 5 securitiesFree, maximum 30 days trial period
Academic
(qualified users only)
Capable of analyzing up to 10 securities$4.95$2.95$14.95
BronzeCapable of analyzing up to 10 securities$4.95$5.95$29.95
SilverCapable of analyzing up to 15 securities$4.95$8.95$44.95
GoldCapable of analyzing up to 25 securities$4.95$14.95$74.95


Upgrades

You may purchase upgrades from one version to another at any time.

Refunds

No refunds are allowed under any circumstances except where required by law. We encourage you to install the trial version and make sure that Portfolio Optimizer Pro™ is suitable for your needs before you make your purchase.

License Key

Upon purchase you will be provided with a license key and password by e-mail. This license key allows ONE active user session. Please guard this license carefully. You may install the software on as many machines as you wish, but your license key allows you to use the software on only one machine at one time. Your license key and user name is displayed discreetly as a watermark on all Portfolio Optimizer Pro™ reports.

Two or more simultaneous active user sessions logged on at one time will trigger a license violation and the software will cease to function on all desktops until the extra users are logged off.

Academic Version

The Academic version subscription is available to faculty, staff and students of accredited colleges and universities. Proof of status is required before your Academic version license can be activated. Your purchase receipt contains instructions for submitting follow-up documentation.

 
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