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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Pro Yearly $39.99
- Pro Monthly $7.99
- Copyright
- © 2026 Optimization Tools LLC
