Zhiyong Chen - Corporate Insider
Generate Optimal Portfolios
The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Complementary Tools
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Commodity Directory Find actively traded commodities issued by global exchanges | |
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |