My Wealth Optimization Tools

Fix Portfolio  

Fix Portfolio

Quickly optimize your portfolio using our hand-picked assumptions applied to typical types of portfolios. Remember there are an infinite number of efficient portfolios along the efficient frontier
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Build Thematic Portfolio  

Build Thematic Portfolio

Build portfolios using our predefined set of trending investing ideas and themes. Our optimization engine will compute new mlti-theme portfolio that will generate highest expected return given your specified tolerance for risk or will reduce your exposure to market volatility
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Complete Equity Analysis  

Complete Equity Analysis

Use Macroaxis equity center to digitally evaluate financials, perform technical and fundamental analysis, and utilize many professional equity research tools such as price forecasting, valuation analysis, and BUY or SELL recommendations
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Efficient Frontier  

Efficient Frontier

Efficient Frontier model builds Markowitz Efficient Frontier that represents variously weighted combinations of the portfolio's assets. It identifies the optimal portfolio on the efficient frontier for your input.
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Correlation Analysis  

Correlation Analysis

Correlation analysis helps investors to reduce portfolio risk simply by holding instruments which are not perfectly correlated. In other words, investors can reduce their exposure to individual asset risk by holding a diversified portfolio of assets
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Digital Statement  

Digital Statement

View your portfolio as a breakdown of all positions, sectors, and equity types, along with portfolio correlation matrix. It is one of the most important pieces of information that can be accessed at any time and shared with anybody via a private link
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Portfolio Rebalancer  

Portfolio Rebalancer

Rebalancing module allows you to set the weight of each equity in your portfolio to new allocation targets. Unlike our optimization and suggestion modules, Portfolio Rebalancer is a manual tool that gives you more control over your target asset allocation.
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Asset Allocation  

Asset Allocation

Asset Allocation provides easy to use interface to visualize composition of your current portfolios against various fundamental indicators across different sectors, industries and fund families.
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Portfolio Suggestion  

Portfolio Suggestion

This option will enable advanced mean-variance optimization computational methodology that will provide suggestions outside of your existing asset allocation including your own model portfolios
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Portfolio Optimizer  

Portfolio Optimizer

Using your existing positions, our optimization engine will compute new portfolio that will generate highest expected return given your specified tolerance for risk or will reduce your exposure to market volatility
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Volatility Manager  

Volatility Manager

Check portfolio volatility and analyze historical returns density to properly model risk-adjusted expectations of your portfolios
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