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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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Other Complementary Tools
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Commodity Directory Find actively traded commodities issued by global exchanges | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
CEOs Directory Screen CEOs from public companies around the world | |
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |