Audience
Independent financial advisors interested in a solution to analyze, optimize, and present client portfolios with professional-grade insights
About PortfoliosLab
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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Pricing
Starting Price:
$7.99 per month
Integrations
API:
Yes, PortfoliosLab offers API access
No integrations listed.
Company Information
PortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online