Alpha Trading Desk (HK) 4+
WisdomOne Limited
專為 iPad 設計
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- USD 99.99
- 提供 App 內購買項目
iPad 螢幕截圖
描述
Alpha Trading Desk (ATD) is a trading suite designed for sophisticated investors/investment professionals. Not only providing common asset information such as real-time stock price, the Portfolio core module provides the portfolio overview such as portfolio expected return, daily profit/loss. Further, ATD also provides the risk control information, such as asset expected return, asset risk, portfolio risk, Value at Risk (VaR) and Conditional Value at Risk (CVaR).
Features:
•Real-Time portfolio: portfolio value, daily return.
•Price alert: Cut-loss price and target price
•Portfolio risk indicators: Risk, VaR, CVaR
•Asset correlation efficiencies charts
•Asset category weighting charts
The option subscription add-on modules include:
Bull-Eye Search
It is our popular top performance stocks/mutual funds search engine, which allows users rapidly search and spot top performance assets in seconds by their targeted return, historical return, risk, Sharpe ratio, Alpha and Beta with filter options of asset class, capital size and sector.
Features:
•Asset performance histories: 1-year, 3-year and 5-year
•Search filters of asset class, market capital size, asset category
•Finance indicators: Return, Risk, Sharpe ratio
•Assets Benchmark KPIs: Beta, Alpha, R-Square
Portfolio Re-Balancer
It is professional grade tools which keeps portfolios from deviating away from their original target asset allocations. The potential benefits of portfolio rebalance include return enhancement and risk control. This module provides comparison indicators and charts between current portfolio and the targeted portfolio, such as return, risk, Sharpe Ratio, Value at Risk and stock category overview. Further, asset correlation efficiencies among assets are provided for visual inspection.
Features:
•Real-Time current asset weightings
•Chart: Current asset category Vs Target asset category
•KPIs: Current portfolio Vs Target portfolio (Return, Risk, CVaR etc...)
•Auto order suggestions for portfolio rebalancing
Risk Controller
The risk Controller 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. Users have options to use either Sharpe ratio or Sortino ratio as risk control KPIs to suit their needs.
Features:
•Choice of standard risk or Downside risk
•Slide bar for portfolio: Risk, Roy’s safety first ratio
•Target portfolio KPIs: Return, Risk, Sharpe ratio, Sortino ratio, CVaR
Portfolio Optimizer
The Portfolio Optimizer is the core module of our flagship product Quantitative Portfolio Optimizer. It optimizes your portfolio by giving the optimal portfolio with assets weightings. Two optimization modes comes as standard. The Selected Mode optimized portfolio give the maximum Sharpe Ratio which may select only a handful of assets from the existing portfolio. The Full Mode optimized portfolio return an optimized portfolio which includes all assets.
Features:
•Choice of optimization mode: Selected or full
•Slide bar for portfolio adjustment: Risk free rate, Risk, Roy’s safety first ratio
•Target portfolio KPIs: Return, Risk, Sharpe ratio, Sortino ratio, CVaR
•Target portfolio asset category distribution
•Target portfolio return distribution (VaR and CVaR)
BackTester
The Backtester is a new module which enables to backtest the targeted portfolio against the current portfolio.
Features:
•Choice of duration : 3-month, 6-month and 12-month
*** The standard version handles up to 5 Portfolio with each up to 12 assets ***
最新功能
版本 V 3.1.0
add backtester for backtesting portfolios with historical data
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
- 37.5 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
- USD 99.99
- App 內購買項目
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- Rebalancer Module (HK) - 3 Month Subscription USD 14.99
- Portfolio Optimizer Module(HK) - 3 Month Subscription USD 24.99
- Bulls Eye Search Module (HK) - 3 Month Subscription USD 4.99
- Risk Control Module (HK) - 3 Month Subscription USD 19.99