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Aggregate all your portfolios |
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Monitor performance of your portfolios |
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Optimize your positions |
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Maximize Expected Return |
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Minimize Total Risk |
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Match with appropriate financial advisor |
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Evaluate your performance against others |
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Grade your retirement accounts |
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Get advise on your existing asset allocation |
Free Investor License
The single
Investor License is for one private investor.
This license allows private investors to run analytics on a limited number of
individual portfolios at no additional cost.
As an individual investor you will be able to
view performance of local money mangers
and be able to
contact them if they meet your risk-return profile.
A single Investor License includes access to all of the following:

Portfolio Optimization

Efficient Frontier

Correlation Analysis

Portfolio Analysis

Risk Analytics

Stock and ETF Browser

Mutual Fund Explorer

Industry Browser

Portfolio Rebalancing

Performance comparison
You come to the right place if your are:

A private investor of any level

Would like to monitor the performance of your portfolios

Want to increase your portfolio risk adjusted return

Would like to optimize your portfolios on an ongoing basis

Would like to benchmark your performance against others