Portfolio Management Framework

Whether you have existing brokerage accounts or looking to build meaningful asset allocation for your newly available portfolio, retirement account, cryptocurrency holdings, or kids/college fund you can use Macroaxis Online Portfolio Manager and Portfolio Optimization engine to significantly improve performance of your invested capital and optimize all your portfolios instantly. Macroaxis portfolio optimization framework is designed for investors of all levels who seek to increase risk-adjusted performance of their invested capital using solid financial models and a robust portfolio optimization engine. Macroaxis offers a portfolio management framework in the context of traditional fundamental and technical analysis combined with mean-variance optimization and proven portfolio theory. Enhance returns and reduce exposure to market risk for yourself, your clients, and your family.

Three easy steps to start managing and optimizing your investments

Originate your portfolios

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 ideas.

Analyze and grade your holdings

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.

Optimize, rebalance and monitor

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.