AI Portfolio 4+

Name: AI Portfolio
Author: MaaDoTaa

MaaDoTaa

Conçu pour iPad

- Gratuit
- Inclut des achats intégrés

Description

The goal of this app is to create a portfolio of popular funds which minimizes volatility for a given average annual return selected by the user.

The app achieves this goal by traversing the space of all possible portfolios and selecting a combination of funds which minimizes volatility for a given average annualized gain.

The concept of combining funds in order to minimize risk and attain maximum return is not new. In fact, it was proposed by Dr. Harry Markowitz in 1952 when he created the modern portfolio theory (MPT) to help investors match their risk tolerance with their reward expectations in order to create their ideal portfolio.

However, the amount of computation involved in calculating the optimal portfolio given a level of risk tolerance is non-trivial and until recently it required at least a desktop computer. More importantly, these types of computations are typically done as a service by money managers for a fee that is proportional to the value of the portfolio.

The goal of this app is to enable any user to design their own portfolio and re-balance as required. All you need to do is to observe the risk/reward graph presented in the app and select the level of risk/reward that you are suits you. The app then conveniently calculates the optimal portfolio which achieves the goal.

This is not a trading app and does not make buy/sell recommendations. As a long-term investor, this app helps users to create an optimal portfolio (in the sense mentioned above) and re-balance their portfolio which consists of popular ETFs.

For more detailed description please see this: https://www.maadotaa.com/aiportfolio

Disclosure: Nothing in this app should be considered investment advice. Past performance is not necessarily indicative of future returns. You should direct all investment related questions that you have to your financial advisor.

28 févr. 2023

Version 1.2

Bug fixes and improvements

Le développeur MaaDoTaa a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

Informations

Fournisseur

Le fournisseur MaaDoTaa LLC s’est identifié comme commerçant de cette app et a confirmé que ce produit ou service est conforme à la législation de l’Union européenne.

Numéro DUNS: 079616623
Adresse: 3404 Caminito Santa Fe Downs Del Mar California 92014-4100 États-Unis
Téléphone: +1 8584801293
Adresse e‑mail: apps@maadotaa.com

Taille

15,1 Mo

Catégorie

Finance

Compatibilité