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| SmartFolio is a state-of-the-art asset allocation software for investment professionals and private investors. It contains advanced portfolio optimization and risk management algorithms, based on the latest achievements in portfolio theory. |
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| Updated |
Jun 28, 2008 06:17:04 | | Size | 11676 kb | | Licence | Shareware | | Status | Major Update | | Languages | English | | Tags | asset allocation, portfolio optimization, portfolio optimisation, risk management, Black-Litterman model, investment management, portfolio analysis, risk analysis, value-at-risk, asset ranking, portfolio management | | OS | Windows ME, Windows NT, Windows 2000, Windows XP, Windows Vista | | Homepage | smartfolio.com | | Email | shareware@smartfolio.com | | Author | Boris Gnedenko |
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Description: SmartFolio is a state-of-the-art asset allocation software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.
Most of the mathematical algorithms utilized by SmartFolio have only emerged in the last few years. Many are therefore not to be found in other commercial products. SmartFolio will help you solve a variety of practical tasks including:
- Advanced Portfolio Optimization
- Asset Performance Ranking
- Risk-Reward Analysis and Efficient Frontier
- Portfolio Risk Analysis (VaR and CVaR)
- Target Shortfall Probabilities Analysis
- Minimization of Transaction Costs
Recently released SmartFolio 3 supports many new features including:
- The Black-Litterman model
- Walk-forward optimization
- Import from Bloomberg Professional
- Import from an Excel table
- Batch import
- Automatic update from all data sources
- Vista support | Short tags: asset allocation, portfolio optimization, portfolio optimisation, risk management, Black-Litterman model, investment management, portfolio analysis, risk analysis, value-at-risk, asset ranking, portfolio management | System Requirements: MS Excel 2007/2003/XP/2000 | Change Info: The Black-Litterman model; Walk-forward optimization; Import from Excel and Bloomberg Professional; Batch import; 1-click Update; Vista support | |
| | Freeware alternatives SmartFolio 3 |
| Free Download SmartFolio 3 from smartfolio.fileburst.com |
| Similar software shotlights: | - Portfolio Optimization 1.0 The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and
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