Online Portfolio Management and Optimization

You can either import your existing portfolios in Excel or csv format or simply create a brand new portfolio that mimics or simulates your current holdings. We will automatically update your holding with fresh historical and market data. Macroaxis also provide instant portfolio building process by utilizing multiple, pre-optimized investing themes.

After you import or create your portfolios, simply run one of our built-in analytical modules to compute a relative score for your existing holdings and to present you with details regarding your estimated risk level and expected returns.

After you know your portfolio relative score and understand its risk-adjusted return potential, you can utilize our optimization and suggestion modules to see what can be improved in your portfolio to reduce market risk exposure or enhance expected return. When you finally satisfied with your new asset allocation, simply export your entire portfolio back to excel file and use it with your designated brokerage.