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About

Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolio’s total return. Explore the math behind these calculations and learn how Custom Index Manager (CIM) can help you explain the performance of your portfolios. Factor-based attribution explains returns using independent systematic factors like income effects, yield curve effects, and spread effects. Allocation attribution attributes excess return (portfolio total return minus index total return) to hierarchical allocation decisions and return differences within each grouping. Simulated performance provides a detailed (Bottom-Up) Breakdown of Total Return

About

A Chrome extension that operates your analytics apps for you. MinusX is the fastest way to get insights from data. Interop with MinusX to modify or extend existing notebooks. Select an area and ask questions, or ask for modifications. MinusX works in your existing analytics tools like Jupyter Notebooks, Metabase, Tableau, etc. You can use minusx to create analyses and share results with your team, instantly. We have nuanced privacy controls on MinusX. Any data you share, will be used to train better, more accurate models). We never share your data with third parties. MinusX seamlessly integrates with existing tools. This means that you never have to get out of your workflow to answer questions. Since actions are first-class entities, MinusX can choose the right action for the right context. Currently, we support Claude Sonnet 3.5, GPT-4o and GPT-4o mini. We are also working on a way to let you bring your own models.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Portfolio managers

Audience

Anyone interested in a solution to generate hypotheses and manipulate data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Investortools
Founded: 1983
United States
www.invtools.com

Company Information

MinusX
minusx.ai/

Alternatives

Alternatives

Plus & Minus

Plus & Minus

Plus & Minus Software
Optimizer

Optimizer

Synertree CMS
Risk Shell

Risk Shell

ABC Quant
Acuity Scheduling

Acuity Scheduling

Squarespace

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

Claude Sonnet 3.5
Claude Sonnet 3.7
GPT-4o
GPT-4o mini
Google Chrome
Google Colab
Google Sheets
Grafana Cloud
Jupyter Notebook
Metabase
Tableau

Integrations

Claude Sonnet 3.5
Claude Sonnet 3.7
GPT-4o
GPT-4o mini
Google Chrome
Google Colab
Google Sheets
Grafana Cloud
Jupyter Notebook
Metabase
Tableau
Claim Investortools and update features and information
Claim Investortools and update features and information
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Claim MinusX and update features and information