SmartFolio is an advanced asset allocation software designed for all levels of investors and investment professionals. It features advanced portfolio optimization and risk management algorithms based on the latest portfolio theory developments.
If you're an investor or investment professional looking for a comprehensive asset allocation software, you might want to check out SmartFolio. This powerful software is designed to cater to all kinds of quantitatively oriented investors.
One of the standout features of SmartFolio is its simple and intuitive interface, which makes it easy to use even for those who are not tech-savvy. The software comes packed with superior portfolio optimization techniques based on the latest achievements in portfolio theory.
With SmartFolio, you can find the most appropriate asset allocation according to your investment goals, price history, and subjective market views. You can also analyze investment portfolio risks from various perspectives, such as volatility, Value-at-Risk, and target shortfall probabilities.
Another key feature of SmartFolio is the ability to select the most adequate portfolio rebalancing strategy to minimize rebalancing transaction costs. The software supports various analytical methods, including the most efficient parameter estimators, robust portfolio optimization, walk-forward portfolio optimization, benchmark tracking, the Black-Litterman model, factor models, historical portfolio simulations, and many others.
SmartFolio is Excel-based, so you can easily work with your portfolio data in a familiar environment. The software comes with a 30-day free trial, which you can download directly from the website without any annoying registration process.
When it comes to licensing, SmartFolio offers two options: a permanent license for $599 and a 1-year subscription for $199. Overall, SmartFolio is an excellent software for anyone looking to optimize their investment portfolio with ease and efficiency.
One of the standout features of SmartFolio is its simple and intuitive interface, which makes it easy to use even for those who are not tech-savvy. The software comes packed with superior portfolio optimization techniques based on the latest achievements in portfolio theory.
With SmartFolio, you can find the most appropriate asset allocation according to your investment goals, price history, and subjective market views. You can also analyze investment portfolio risks from various perspectives, such as volatility, Value-at-Risk, and target shortfall probabilities.
Another key feature of SmartFolio is the ability to select the most adequate portfolio rebalancing strategy to minimize rebalancing transaction costs. The software supports various analytical methods, including the most efficient parameter estimators, robust portfolio optimization, walk-forward portfolio optimization, benchmark tracking, the Black-Litterman model, factor models, historical portfolio simulations, and many others.
SmartFolio is Excel-based, so you can easily work with your portfolio data in a familiar environment. The software comes with a 30-day free trial, which you can download directly from the website without any annoying registration process.
When it comes to licensing, SmartFolio offers two options: a permanent license for $599 and a 1-year subscription for $199. Overall, SmartFolio is an excellent software for anyone looking to optimize their investment portfolio with ease and efficiency.
What's New
Version 3.0.68: Windows 7 support