PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy.
With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts.
Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights.
The platform supports:
- Historical backtests based on real market data
- Strategy comparison and benchmarking
- Key metrics like CAGR, drawdowns, and Sharpe ratio
- Advanced tools like Monte Carlo
- Export options (PDF, CSV) and public sharing links
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Diversiview
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance.
With Diversiview, users can:
-Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more.
-Examine diversification in detail at the individual investment level.
-Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations.
-Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA).
- Run backtests to assess portfolio strategy performance over time.
Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio
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Portfolio Visualizer
Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.
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Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.
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