Hoadley Portfolio Optimizer

Hoadley Portfolio Optimizer

Hoadley Trading & Investment Tools
Risk Shell

Risk Shell

ABC Quant
Hoadley Portfolio Optimizer Risk Shell

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Hoadley Portfolio Optimizer:

About

The data download and analysis function (which is optional) will automatically retrieve historic stock, fund, and index prices from Yahoo Finance (most exchanges supported), or from an external spreadsheet, for a complete portfolio and will calculate key risk measures such as volatility (decomposed into active risk, residual risk and market risk), Beta, and R-Squared: for individual securities, the specified index, and for the portfolio as a whole. Historical trends for individual asset volatilities, betas, prices, and trends for correlations between pairs of assets can be viewed graphically to provide a picture of their stability over time.
Risk Shell:

About

Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds
Hoadley Portfolio Optimizer:

Platforms Supported

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

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
Hoadley Portfolio Optimizer:

Audience

Portfolio managers in need of a powerful Portfolio Optimization software
Risk Shell:

Audience

Fund of Funds, Fund of Hedge Funds, Family Offices, Advisors, Pension Funds etc.
Hoadley Portfolio Optimizer:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Risk Shell:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Hoadley Portfolio Optimizer:

API

Offers API Not Supported
Risk Shell:

API

Offers API Not Supported
Hoadley Portfolio Optimizer:

Screenshots and Videos

Risk Shell:

Screenshots and Videos

Hoadley Portfolio Optimizer:

Pricing

$129 one-time payment
Free Version Not Supported
Free Trial Not Supported
Risk Shell:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Hoadley Portfolio Optimizer:

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
Risk Shell:

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
Hoadley Portfolio Optimizer:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Risk Shell:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Hoadley Portfolio Optimizer:

Company Information

Hoadley Trading & Investment Tools
www.hoadley.net/options/develtoolsoptimize.htm
Risk Shell:

Company Information

ABC Quant
Founded: 2005
United States
www.abcquant.com
Hoadley Portfolio Optimizer:

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Hoadley Portfolio Optimizer:

Categories

Risk Shell:

Categories

Hoadley Portfolio Optimizer:

Financial Risk Management Features

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

Financial Risk Management Features

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

Hedge Fund Features

Compliance Management Not Supported
Contact Management Not Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Not Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Hoadley Portfolio Optimizer:

Integrations

No info available.
Risk Shell:

Integrations

No info available.
Hoadley Portfolio Optimizer:
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Risk Shell:
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