Portfolio Management 4+

You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!

- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the chart on an iPhone, please rotate your device to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset Allocation Definition: Manually adjust weight parameters or utilize our Optimizer for automatic adjustments. This allows you to either maximize portfolio return or its Sharpe ratio, minimize risk, with the possibility of setting constraints (maximum risk or a minimum return), or find the optimal portfolio that ensures risk parity among assets.
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Correlation/Covariance matrix is generated automatically, after each asset insertion. Default correlation is set to 1 for a given pair of asset, and then the user can set it out and update it manually through a dedicated entry (you can use the application either under correlation or covariance modes, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
-New tool: return data statistical analysis tool: copy and paste return series into the dedicated text editor for an Asset "A" and an Asset "B", with the ability to specify the csv separator of your choice (semicolons, slashes, etc.). Our app allows to generate descriptive statistics such as mean and standard deviation for each individual asset, and the correlation/covariance between Asset A and B. Additionally, our tool includes a button that allows you to automatically generate random series of returns for both Asset A and B, enabling you to quickly understand and test the tool. Transfer the results to the main menu and insert them in your current allocation.

- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.

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