Investment Optimization

Portfolio Analysis & Metrics

Free · In‑App Purchases

Analyze risk, return, diversification, and allocation opportunities using real financial mathematics. Investment Optimization is a mathematics-driven portfolio analysis platform designed for investors who want deeper insight into their investments. Analyze portfolios using real financial mathematics—not simplified risk scores or opaque assumptions. Measure risk, return, diversification, liquidity, portfolio health, and allocation opportunities through quantitative portfolio analysis and optimization. Some features require a Pro subscription available via in-app purchase (monthly or yearly). FEATURES • Portfolio optimization focused on return enhancement, risk reduction, or balanced allocation objectives • Portfolio variance analysis with decomposition into concentration and cross-asset covariance effects • Correlation-based diversification insights • Beta and linear regression analysis versus benchmarks • Liquidity analytics using price impact methodology • Expected return analysis (nominal and real) • Asset and category exposure tracking • Portfolio risk and return analysis using Modern Portfolio Theory (MPT) concepts • Automated Balance Sheet, Income Statement, and Cash Flow Statement generation • Financial statement tracking and accounting analysis tools • Local-first privacy architecture — your portfolio data stays on your device PRIVACY All portfolio data is stored locally on your device for privacy and control. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html DISCLAIMER This app is designed for informational and analytical purposes only and does not provide investment advice.

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Version 1.0.6 • Improved portfolio optimization analysis and allocation recommendations • Enhanced portfolio risk modeling using covariance-aware volatility analysis • Improved optimization plan generation and execution workflows • Refined portfolio diversification and allocation reporting • Improved accounting and financial statement workflows • Enhanced user interface consistency across application tabs • Improved spacing, alignment, and visual presentation • Enhanced compatibility across iPhone and iPad devices • Improved application stability, reliability, and performance • Bug fixes and quality improvements

Version 1.0.6

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.

    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
    • Optimization Tools LLC
    Size
    • 38.9 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

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