Portfolio Management App Reviews
Portfolio Management App Description & Overview
What is portfolio management app? 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.
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Portfolio Management 2.2.4 Tips, Tricks, Cheats and Rules
What do you think of the Portfolio Management app? Can you share your complaints, experiences, or thoughts about the application with Tarik BELABED and other users?
Portfolio Management 2.2.4 Apps Screenshots & Images
Portfolio Management iphone, ipad, apple watch and apple tv screenshot images, pictures.
Language | English |
Price | $24.99 |
Adult Rating | 4+ years and older |
Current Version | 2.2.4 |
Play Store | com.companynameTB.PortfolioManagementSimAppv1 |
Compatibility | iOS 14.0 or later |
Portfolio Management (Versiyon 2.2.4) Install & Download
The application Portfolio Management was published in the category Finance on 09 January 2022, Sunday and was developed by Tarik BELABED [Developer ID: 1580241864]. This program file size is 61.77 MB. This app has been rated by 15 users and has a rating of 1 out of 5. Portfolio Management - Finance app posted on 19 April 2024, Friday current version is 2.2.4 and works well on iOS 14.0 and higher versions. Google Play ID: com.companynameTB.PortfolioManagementSimAppv1. Languages supported by the app:
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Slight update of our new tool, the CSV Data Stats Analysis tool (presented below). -> Latest update: You can now generate random CSV data series containing 12 returns for each asset, allowing you to test the functionality through the simulation of scenarios of returns for Asset A and Asset B. We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool! With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets. Key Features: - Estimate mean return and standard deviation for each asset. - Estimate correlation and covariance between Asset A and Asset B. Data Input Requirements: Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox. Integration with Existing Modules: The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.
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Portfolio Management Comments & Reviews 2024
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