Shuangjun Xu - 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)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

Other Complementary Tools

Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Money Managers
Screen money managers from public funds and ETFs managed around the world
Global Correlations
Find global opportunities by holding instruments from different markets