Portfolio Risk Controller UK 4+
WisdomOne Limited
專為 iPad 設計
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- HK$ 148.00
iPad 螢幕截圖
描述
Warren Buffet has two simple rules in investment. Rule number one, do not lose money. Rule number two, follow rule number one.
Risk management is paramount important in investment. No one should over-invest, particularly those retired people. Applying BI technology and mobile technology, We bring you the risk assessor and controller in the hands of general public with the Portfolio Risk Controller (PRC). PRC is a simple and intuitive tool. Using PRC, investors can have a complete risk profile of their investment and control in the risk exposures of their portfolios.
Portfolio Re-Balancing
In order to limit the risk volatility due to market fluctuation, portfolio should be re-balanced from time to time. The allocation screen gives buy/sell order suggestions so as to maintain the desired targeted return and risk level.
Users have option to use either Sharpe ratio or Sortino ratio as risk control KPIs to suit their needs. Further, users can choose either 1-year or 3-year historical data for the reference.
The Portfolio Risk Controller has the main focus on the risk control and does not do optimization. If you are interested in portfolio optimization, please check out our Quantitative Portfolio Optimizer.
最新功能
版本 V1.0.2
bug fix the bar chart for Sortine ratio
use annual alpha in tracking screen
App 私隱
開發者WisdomOne Limited並未向 Apple 提供其私隱慣例及資料處理方式的詳細資料。
未提供詳細資料
開發者下次提交 App 更新時須提供私隱詳細資料。
資料
- 供應商
- WisdomOne Limited
- 大小
- 29.7 MB
- 類別
- 理財
- 兼容性
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- iPad
- 須使用 iPadOS 4.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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俄文, 土耳其文, 德文, 意大利文, 捷克文, 日文, 法文, 波蘭文, 瑞典文, 簡體中文, 繁體中文, 英文, 荷蘭文, 葡萄牙文, 西班牙文, 韓文
- 年齡
- 4+
- Copyright
- © WisdomOne 2012
- 價格
- HK$ 148.00
支援
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家人共享
啟用「家人共享」後,多達六位家庭成員可以使用此 App。