Asset Allocation Questionnaire
These routines support the book "Risk and Asset Allocation" Springer Finance, by A. Meucci, see http://www.symmys.comThe routines include many new features:- more uni-, multi- and matrix-variate distributions- more copulas- more graphical representations- more analyses in terms of the...
|License: Freeware||Size: 6.62 MB||Download (19): Risk and Asset Allocation Download|
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and...
|License: Shareware||Cost: $599.00 USD||Size: 11.81 MB||Download (201): SmartFolio Download|
Powerful easy to use portfolio optimization, asset allocation and money management software for investors and traders. Through Monte Carlo simulation it discovers the statistical opportunities and risks behind your results and "what if" ideas. Furthermore it finds your optimal betting percentage...
|License: Shareware||Cost: $70.00 USD||Size: 583.68 KB||Download (27): Trader's Risk Management Guru Download|
Various quantitative finance algorithms in areas related to asset allocation and portfolio simulation. Includes Black-Litterman model, State/Preferencem Interior points, and Active Set quadratic optimization.
|License: Freeware||Size: 690.77 KB||Download (33): Portfolio Allocation/Simulation Download|
MProfit - Portfolio Management Software is an easy-to-use and powerful portfolio management application designed for Indian Investors and Non-Resident Indians (NRIs). MProfit - Portfolio Management Software allows you to take control of your investments such as stocks, MFs, ULIPs, insurance...
|License: Shareware||Cost: $32.00 USD||Size: 7.2 MB||Download (28): MProfit - Portfolio Management Software Download|
When planning and saving for retirement, investors are confronted with a variety of investment choices, ranging from the very safe to very aggressive. There are 100s of Monte Carlo simulators and calculators to assist retirees in projecting a so-called "safe withdrawal rate" (SWR) from their...
|License: Freeware||Size: 1.66 MB||Download (100): TIP$TER Download|
Created by Brinker Capital, a leading investment management firm, The Absolute Return Mixer is a relative return vs. absolute return asset allocation app. It is designed specifically to help financial advisors navigate the complexities of determining how much of a clients portfolio should be...
|License: Freeware||Size: 10 MB||Download (7): Absolute Return Mixer Download|
Clients and professional advisers of Quilter are able to view portfolio valuations, asset allocations and cash statements across their portfolios App Main Features A summary by value of all portfolios at a consolidated level Asset allocation charts Portfolio valuation by asset class, holdings...
|License: Freeware||Size: 11.4 MB||Download (7): Quilter Cheviot Download|
Do you know what you own? Do you know where it is? Do you know what it's costing you? We recognize that every company has its own approach to asset management and have developed Visual Asset Manager with an architecture that can be easily customized to suit your company's specific needs....
|License: Shareware||Cost: $399.00 USD||Size: 14.65 MB||Download (370): Visual Asset Manager Download|
K2 is an award winning software asset management suite for automated IT asset auditing and software license management. K2 will show what???*a*?s installed on both physical and virtual computers while it tracks usage for detailed analysis and summarization in its numerous reports. K2 can also...
|License: Freeware||Size: 2.13 MB||Download (18): K2 KeyAuditor & KeyServer Download|
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative...
|License: Shareware||Cost: $490.00 USD||Size: 8.74 MB||Download (201): SmartFolio Professional Edition Download|
K2 is an award winning hardware and software asset management suite that integrates hardware & software audit information with purchase histories, usage tracking, and active license management to give you comprehensive oversight and control. For each software product, purchase data is...
|License: Shareware||Cost: $0.00 USD||Size: 3.11 MB||Download (17): KeyAccess Download|
Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The state-of-the-art platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key...
|License: Freeware||Size: 204.8 KB||Download (7): Envestnet Download|
Personal Stock Monitor Gold enables the active investor to quickly research, track, chart, and trade stock market securities including stocks, bonds, ETFs, options and mutual funds within the privacy of a personal desktop Windows application.
Personal Stock Monitor Gold can monitor...
|License: Shareware||Cost: $49.95 USD||Size: 9.52 MB||Download (774): Personal Stock Monitor GOLD Download|
Personal Stock Streamer is a complete stock streamer and trading platform for the active US investor. With PSS, investors can track hundrds of streaming stock tickers; manage multiple accounts and portfolios; see intraday and historical charts with candle, line and OHLC types and technical...
|License: Freeware||Size: 10.08 MB||Download (685): Personal Stock Streamer Download|
The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied...
Platforms: Windows, Mac, Windows 8, Windows 7
|License: Shareware||Cost: $26.00 USD||Size: 544 KB||Download (182): Portfolio Optimization Download|
Manage Invest enables you to track, manage and control all of your investments, income and expenses for one or more portfolios. Every portfolio can have an unlimited number of investors, fund managers, brokers, assets, asset allocation categories, bank accounts and more.
|License: Demo||Cost: $249.00 USD||Size: 43.1 MB||Download (87): Manage Invest Download|
Statmetrics is a free cross-platform software application providing an integrated solution for analysis and modelling of financial markets. Statmetrics combines innovative quantitative finance technology's with the traditional technical and econometric analysis methods.
Statmetrics can be...
Platforms: Windows, Mac, *nix, Java,Other
|License: Freeware||Size: 585.94 KB||Download (118): Statmetrics Download|
Palm Finance Genius is a powerful financial calculator. Calculates Compound Interest, Continuous Compounding, Present Value / Rate of Return, Composite Investments, Bond Yield, Annuity, Mortgage etc.
o Compound Interest
o Continuous Compounding
o Present Value / Rate of Return
|License: Shareware||Cost: $24.95 USD||Size: 341 KB||Download (30): Palm Finance Genius Download|
This will calculate the weights for the .. 1. Global-Minimum-Variance model 2. 1/N modelCalculate your returns, put them into excel. Let Matlab read it and run the file.Et voila.
|License: Shareware||Cost: $0.00 USD||Size: 10 KB||Download (18): Global-Minimum-Variance model and 1/N model optimal asset allocation Download|