Portfolio Risk Controller HK 4+

WisdomOne Limited

Designed for iPad

    • USD 22.99

iPad Screenshots

Description

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.

What’s New

Version V.1.0.2

bug fix the bar chart for Sortine ratio
use annual alpha in tracking screen

App Privacy

The developer, WisdomOne Limited, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    Up to six family members can use this app with Family Sharing enabled.

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