AI Portfolio 4+

Name: AI Portfolio
Author: MaaDoTaa

MaaDoTaa

Progettata per iPad

- Gratis
- Offre acquisti in-app

Descrizione

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 feb 2023

Versione 1.2

Bug fixes and improvements

Lo sviluppatore, MaaDoTaa, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.

Dati non raccolti

Lo sviluppatore non raccoglie alcun dato da quest’app.

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Scopri di più

Informazioni

Fornitore

MaaDoTaa LLC si identifica come operatore commerciale per questa app e ha confermato che il prodotto o il servizio è conforme alla legge dell’Unione europea.

Numero DUNS: 079616623
Indirizzo: 3404 Caminito Santa Fe Downs Del Mar California 92014-4100 Stati Uniti
Numero di telefono: +1 8584801293
Email: apps@maadotaa.com

Dimensione

15,1 MB

Categoria

Finanza

Compatibilità