Qing Xu - 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)
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 Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Other Complementary Tools
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Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
Transaction History View history of all your transactions and understand their impact on performance | |
Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |