Investment Optimization

Portfolio Analysis & Metrics

Free · In‑App Purchases

Analyze your portfolio with real mathematics - variance, correlation, liquidity, and expected return. Investment Optimization is a universal asset portfolio analysis tool built for investors who want precise, mathematics-driven insight into their holdings. Analyze your portfolio using core financial principles including variance, correlation, liquidity, and expected return - without relying on simplified risk scores or assumptions. Some features require a Pro subscription available via in-app purchase (monthly or yearly). FEATURES • Portfolio variance analysis with decomposition into concentration and cross-asset effects • Correlation-based diversification insights • Beta and linear regression analysis versus benchmarks • Liquidity metrics using price impact methodology • Expected return analysis (nominal and real) • Asset and category exposure tracking All portfolio data is stored locally on your device for full privacy. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html This app is designed for informational and analytical purposes only and does not provide investment advice.

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The developer, Optimization Tools LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

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    Accessibility

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    Information

    Seller
    • Optimization Tools LLC
    Size
    • 38.4 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © 2026 Optimization Tools LLC
  • Developer Website
  • Privacy Policy