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

Macroaxis provides investors and money managers with agile investment management methodology powered by real, ready to use analytical tools to get most out of your investments. Don't miss up on what your local market offers. Volatility can be your real friend. Use our continues portfolio optimization framework to outperform the market.

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.

Take full control of all your investments

Make profitable portfolios. Enhance returns and reduce exposure to market risk for yourself, your clients, and your family.Build Portfolio Now

Want to know how we do it? There are no secrets. Find out here or check out our quick product tour. Also, feel free to utilize some of our ready-to-use modules to get an idea:

Watchlist backtesting

Risk-return landscape analysis

Equity correlation matrix

Quick Portfolio Wizard

Investment idea analyzer

Note, that in addition to our portfolio optimization and suggestion engine, Macroaxis provides a suite of investment solutions through the Software as a Service model (SaaS). This allows investor and money managers to focus less on technology, and more on managing portfolios or servicing clients. Contact Us. We are dedicated to helping you diversify all your portfolios according to your unique situation, appetite for risk, capital preservation attitude, and expectation of the future economic conditions.

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