Portfolio Management

You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!

- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.