Are you a financial planner, or an individual investor?

Portfolio Optimizer Pro™ is available in Trial, Academic, Bronze, Silver and Gold versions.

All of the versions of Portfolio Optimizer Pro™ use the Markowitz Efficient Frontier model, all versions share the same easy-to-use interface, all versions have the same, powerful portfolio optimization algorithms, all versions rely on real-time data downloads from the internet, and all versions can analyze the same broad range of securities: stocks, ETFs, REITs, mutual funds, and indices. The only difference between one version and another is the number of securities you can include in a single portfolio.

The Trial version analyzes portfolios containing up to 5 securities; its purpose is to let prospective users test the power and ease-of-use of Portfolio Optimizer Pro™.

The Bronze version analyzes portfolios containing up to 10 securities. Many smaller investors or owners of 401(k) accounts or IRAs that have limited investment options will find the Bronze version suitable to their needs.

Like the Bronze version, the Academic version analyzes portfolios containing up to 10 securities. This version is specially priced for academic applications and is available only to accredited colleges and universities.

The Silver version analyzes portfolios containing up to 15 securities. Investors with fewer restrictions on their 401(k) accounts or IRAs will find this increase in portfolio holdings better suits their investment needs.

The Gold version analyzes portfolios containing up to 25 securities. This version is suitable for investors who want to hold a larger array of securities in their portfolios.