Related Products
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About
Porfoli is an open source portfolio tracking platform designed for educational and informational purposes only. It does not provide financial, investment, or trading advice, and any content available through the service should not be considered financial guidance. It enables users to manage their portfolios, collaborate with friends and family, and observe the investment strategies of others. Users can discover top-performing investment ideas, with portfolios ranked in real-time as the market moves. Filtering by return timeframe and sector allows users to find strategies that suit their interests. Each public portfolio provides a complete breakdown of holdings, performance, due diligence, and profit and loss events. Portfolio changes, including transactions and updates to due diligence, are accompanied by expected holdings, illustrating how the new holdings would appear if the change were applied.
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About
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors seeking a solution to track, share, and refine investment strategies within a global community
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Audience
Independent financial advisors interested in a solution to analyze, optimize, and present client portfolios with professional-grade insights
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
$7.99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPortfoli
United States
porfoli.com
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Company InformationPortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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