Portfolio Management Lite

Set My Asset Allocation Out!

Free · In‑App Purchases

Student, professor, or finance professional? Easily simulate and optimize portfolio risk and return using your own assumptions! Need to quickly build an asset allocation, validate a case study, or cross-check portfolio results during a meeting? Portfolio Management is a practical portfolio simulation and optimization tool designed for finance professionals, students and instructors. Build a portfolio from your own assumptions and instantly calculate three essential metrics: Expected Return, Risk (Volatility) and Sharpe Ratio. Explore risk/return trade-offs through an interactive Efficient Frontier and use the built-in Optimizer to test alternative asset allocations. No external market data is required: you remain in control of all portfolio assumptions, including asset weights, expected returns, volatilities, correlations or covariances, and the risk-free rate. Core portfolio calculations can be performed offline. KEY FEATURES • Portfolio Builder Create portfolios using individual assets such as stocks, bonds or real estate, or model broader asset classes. Define weights, expected returns and risk assumptions manually. • Portfolio Metrics Instantly calculate portfolio Expected Return, Risk and Sharpe Ratio as your allocation or assumptions change. • Portfolio Optimizer Explore four optimization approaches: – Minimize Portfolio Risk – Maximize Portfolio Return – Maximize Portfolio Sharpe Ratio – Risk Parity Optimization constraints can also be applied where relevant. • Efficient Frontier Analysis Visualize the portfolio risk/return space, the Efficient Frontier, individual assets, current and optimized allocations. • Correlation & Covariance Build and edit Correlation Matrix or a Covariance Matrix, depending on the data available to you. • Portfolio Library Save portfolio cases and assumptions on your device so they can be reviewed, modified and reused later. • Import & Export Export portfolio simulation cases and share them by email. Exported cases can be imported back into the app, making it easy to exchange scenarios with colleagues, students or other users and reproduce the same analysis on another device. PORTFOLIO PRO The Free version provides access to the core portfolio simulation experience and includes advertising. Portfolio Pro unlocks advanced optimization capabilities, including additional optimization strategies, constraints, Medium and High optimization accuracy, and an ad-free experience. Portfolio Pro is available through Monthly or Annual subscriptions, or as a one-time Lifetime purchase. IDEAL FOR • Asset management and finance professionals who want to quickly test allocations based on their own assumptions. • Finance students and certification candidates who want to practice portfolio construction, mean-variance analysis, diversification and optimization concepts. • Professors and instructors looking for a practical tool to illustrate portfolio theory, the Efficient Frontier, Risk Parity and asset-allocation principles. Portfolio Management is an analytical and educational tool. Results depend entirely on the assumptions entered by the user and should not be considered investment advice. Terms of Use (EULA): Apple Standard End User License Agreement: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://lbnapplication.azurewebsites.net

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Minor layout updates.

Version 2.8.3

The developer, Tarik BELABED, 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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    Tarik BELABED
    Size
    7.7 MB
    Category
    Finance
    Compatibility
    Requires iOS 17.5 or later.
    • iPhone
      Requires iOS 17.5 or later.
    • iPad
      Requires iPadOS 17.5 or later.
    • Mac
      Requires macOS 14.5 or later.
    • Apple Vision
      Requires visionOS 1.2 or later.
    Languages
    English
    Age Rating
    4+
    In-App Purchases
    Yes
    • Portfolio Pro Lifetime $69.99
    • Portfolio Pro Annual $49.99
    • Portfolio Pro Monthly $11.99
    • Learn More
    Copyright
    Copyright © 2021 | The Next Infra Advisory | T.B. | All rights reserved | Tous droits réservés
  • Developer Website
  • Privacy Policy

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