Effective portfolio management requires quick and easy access to vital data, analytics, and quantified, up to date information.
Our investment management software, SmartFolio, is a highly advanced, easy to use analytical tool to assist and enhance the management of investment portfolios according to the investor’s risk profile.
Current SmartFolio release: 3.0.82
What's new in SmartFolio 3:
The Black-Litterman model
Import from Bloomberg Professional
Import from an Excel table
Automatic update from all data sources
Windows Vista & Windows 7 support
Free upgrade from previous versions!
SmartFolio is a state-of-the-art portfolio construction software for investment professionals and private investors. SmartFolio contains advanced asset allocation, portfolio optimization and risk management techniques, based on the most recent achievements in portfolio theory.
The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.
SmartFolio will help you solve a variety of practical tasks including:
- Asset performance ranking
- Identification of investor’s goals
- Portfolio optimization
- Efficient frontier construction
- Analysis of portfolio risks
- Analysis of target shortfall probabilities
- Minimization of transaction costs that arise during rebalancing.