Tools to help you on the stock market

A growing set of analytical tools to help you make more informed investment decisions.

Stock Optimizer on iOS

Features

Graph from the app showing annual returns for your stocks

Instantly check the best and worst performing stocks

Chart plotting stock volatility, return and correlation

Charts plotting return, volatility and correlation

Chart plotting the historic and forward looking efficient frontiers and optimal portfolios

Plots of historic and forward looking efficient frontiers and optimal portfolios

Chart showing the realized historical performance of Your Portfolio, portfolios with simple 1/N weights and mean variance optimization portfolios

Chart the realized historical performance of Your Portfolio, portfolios with simple 1/N weights and mean variance optimization portfolios

Interface of custom analyses

Custom settings and bespoke analyses

How it works


Stock Optimizer on iOS

1.

Tap on your chosen index to chart the risk and return characteristics of each stock in that index. Swipe across the efficient frontier to reveal optimized stock portfolios.

2.

Use the Forward Optimizer tool for forward-looking analyses based on expected future returns set by you.

3.

Add stocks to Your Portfolio. You can edit the weighting you have to each stock.

4.

Use the Portfolio Back-Test tool to chart the realized historic performance of Your Portfolio. You can compare this against portfolios with simple 1/N weights and against more complex mean variance optimization portfolios.

Coming soon

Watch this space for:

  • Monte Carlo simulations of Your Portfolio based on historic or forecasted returns. Value-At-Risk calculations and Risk De-Composition.
  • Forward-looking analyses based on crowd-sourced estimates of future returns.

Please contact us with any questions regarding the App, or suggestions for new features and improvements using the form below.

Contact us