Audience
Portfolio managers in need of a powerful Portfolio Optimization software
About Hoadley Portfolio Optimizer
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.
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-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.
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Optimizer
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.
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Pricing
Starting Price:
$129 one-time payment
Integrations
No integrations listed.
Company Information
Hoadley Trading & Investment Tools
www.hoadley.net/options/develtoolsoptimize.htm
Videos and Screen Captures
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Product Details
Platforms Supported
Windows
Support
Online
Hoadley Portfolio Optimizer Frequently Asked Questions
Hoadley Portfolio Optimizer Product Features
Financial Risk Management
For Hedge Funds
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Compliance Management
Credit Risk Management
Liquidity Analysis
Loan Portfolio Management
Operational Risk Management
Stress Tests
Value At Risk Calculation
