Do Away With Manual Calculations and Spreadsheets.
Portfolio Builder is designed to help users make informed decisions when comparing and analyzing portfolios and investment products. Increase time management and enhance your client’s overall experience and understanding. The interactive interface allows users to better explain diversification through easy to read visuals.
Also, the tool provides necessary insight and analysis to:
1) rate portfolio by risk bands
2) create optimal portfolios along the Efficient Frontier.
The tool is based on the Modern Portfolio Theory (MPT) and Hierarchical Clustering.
All-in-one tool to grow your
Retrieve Price Data
Plot Efficient Frontier and Efficiency Loss
View recommended Portfolios based on target return
Backtest portfolio with different rebalancing strategies
Proxies for products with less than 10-year history
10-year historical price and dividend data
Foward-looking expected returns and volatility
Minimum & Maximum weight per product
Maximum number of products
Number of risk buckets
Set optimal portfolios per risk bucket
Expected returns and volatility per optimal portfolio
10-year back-testing of the model portfolios
Calculation of the optimal threshold per model portfolio, in case of threshold-based rebalancing logic
Other product characteristics, e.g. Total Expense Ratio (TER)
Suitable for these industries
Chief Investment Officers
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