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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 Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Portfolio managers

Audience

Anyone interested in a solution to generate hypotheses and manipulate data

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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

AI Data Analytics Supported
Data Science Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Not Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Not Supported

Integrations

Claude Sonnet 3.5 Not Supported
Claude Sonnet 3.7 Not Supported
GPT-4o Not Supported
GPT-4o mini Not Supported
Google Chrome Not Supported
Google Colab Not Supported
Google Sheets Not Supported
Grafana Cloud Not Supported
Jupyter Notebook Not Supported
Metabase Not Supported
Tableau Not Supported

Integrations

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