Jason Happy - 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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

Other Complementary Tools

Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Bonds Directory
Find actively traded corporate debentures issued by US companies
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
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
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities