The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant parameters are optimized to maximize back tested returns on signal trading.
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
Comprehensive portfolio management and technical analysis system for individual investors. Manages investments in stocks, bonds, cash, other assets & liabilities. Creates over 30 reports and charts. Downloads price updates from the internet.
Download PDF Portfolio Extractor Software to extract internally available attachments from multiple Adobe portfolio documents.
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