关联应用
Portfolio Management
Set My Asset Allocation Out
开发者: Tarik BELABED
中国
版本统计
7天48分
最新版本上线距今
18
近1年版本更新次数
2022-01-09
全球最早版本上线日期
版本记录
版本: 2.3.1
版本更新日期
2024-05-20
Portfolio Management
Set My Asset Allocation Out
更新日志
1/ Update of the Optimizer Tool: introducing Risk Parity Optimization!
Alongside our three initial portfolio optimization strategies (risk minimization, return maximization, Sharpe ratio maximization) based on mean-variance theory (i.e., finding the optimal portfolio lying on the efficient frontier), your app now offers to find the optimal risk parity portfolio that equalizes the risk contributions of portfolio assets.
What's Risk Parity? It's about equalizing the risk contribution of portfolio assets, ensuring a balanced allocation regardless of asset class. With risk parity optimization, investors aim to distribute risk equally among the assets in their portfolio.
-> Automatically balance assets based on their risk contributions to the portfolio.
-> Diversify smarter and confidently.
-> Rebalancing ensures that the portfolio maintains its risk parity allocation over time, particularly as market conditions change. Utilizing the optimizer within the app allows for seamless rebalancing, ensuring that asset allocations are adjusted according to the latest risk parity optimization results.
-> Discover the power of Risk Parity in optimizing your portfolio.
Upgrade now to optimize with the Risk Parity option!
2/ Minor layout updates
Don't forget to leave us a comment or rating on the store!
Thank you for being part of our user community.应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the chart on an iPhone, please rotate your device to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset Allocation Definition: Manually adjust weight parameters or utilize our Optimizer for automatic adjustments. This allows you to either maximize portfolio return or its Sharpe ratio, minimize risk, with the possibility of setting constraints (maximum risk or a minimum return), or find the optimal portfolio that ensures risk parity among assets.
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Correlation/Covariance matrix is generated automatically, after each asset insertion. Default correlation is set to 1 for a given pair of asset, and then the user can set it out and update it manually through a dedicated entry (you can use the application either under correlation or covariance modes, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
-New tool: return data statistical analysis tool: copy and paste return series into the dedicated text editor for an Asset "A" and an Asset "B", with the ability to specify the csv separator of your choice (semicolons, slashes, etc.). Our app allows to generate descriptive statistics such as mean and standard deviation for each individual asset, and the correlation/covariance between Asset A and B. Additionally, our tool includes a button that allows you to automatically generate random series of returns for both Asset A and B, enabling you to quickly understand and test the tool. Transfer the results to the main menu and insert them in your current allocation.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.
***** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. *****版本: 2.2.6
版本更新日期
2024-05-12
Portfolio Management
Set My Asset Allocation Out
更新日志
Update of the data statistical analysis tool:
- Minor layout updates
- the app now offers users the option to choose between sample-based (Bessel's correction) and population-based for standard deviation/covariance calculations.应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset Allocation Case Definition: Manually adjust weight parameters or utilize the optimizer for automatic adjustments. This allows you to either maximize portfolio return or its Sharpe ratio, or minimize risk, all with the possibility of setting predefined constraints, such as a maximum risk constraint for return maximization or a minimum return constraint for risk minimization.
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Correlation/Covariance matrix is generated automatically, after each asset insertion. Default correlation is set to 1 for a given pair of asset, and then the user can set it out and update it manually through a dedicated entry (you can use the application either under correlation or covariance modes, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
-New tool: return data statistical analysis tool: copy and paste return series into the dedicated text editor for an Asset "A" and an Asset "B", with the ability to specify the csv separator of your choice (semicolons, slashes, etc.). Our app allows to generate descriptive statistics such as mean and standard deviation for each individual asset, and the correlation/covariance between Asset A and B. Additionally, our tool includes a button that allows you to automatically generate random series of returns for both Asset A and B, enabling you to quickly understand and test the tool. Transfer the results to the main menu and insert them in your current allocation.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.
***** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. *****版本: 2.2.5
版本更新日期
2024-05-12
Portfolio Management
Set My Asset Allocation Out
更新日志
Update of the data statistical analysis section: the app now offers users the option to choose between sample-based (Bessel's correction) and population-based for standard deviation/covariance calculations.应用描述
暂无应用描述数据
版本: 2.2.4
版本更新日期
2024-04-19
Portfolio Management
Set My Asset Allocation Out
更新日志
Slight update of our new tool, the CSV Data Stats Analysis tool (presented below).
-> Latest update: You can now generate random CSV data series containing 12 returns for each asset, allowing you to test the functionality through the simulation of scenarios of returns for Asset A and Asset B.
We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool!
With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets.
Key Features:
- Estimate mean return and standard deviation for each asset.
- Estimate correlation and covariance between Asset A and Asset B.
Data Input Requirements:
Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox.
Integration with Existing Modules:
The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.版本: 2.2.3
版本更新日期
2024-04-10
Portfolio Management
Set My Asset Allocation Out
更新日志
Slight update of our new tool, the CSV Data Stats Analysis tool (presented below):
-> Latest update: You can now generate random CSV data series containing 12 returns for each asset, allowing you to test the functionality through the simulation of scenarios of returns for Asset A and Asset B.
We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool!
With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets.
Key Features:
- Estimate mean return and standard deviation for each asset.
- Estimate correlation and covariance between Asset A and Asset B.
Data Input Requirements:
Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox.
Integration with Existing Modules:
The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.版本: 2.2.2
版本更新日期
2024-04-08
Portfolio Management
Set My Asset Allocation Out
更新日志
Slight update of our new tool, the CSV Data Stats Analysis tool (presented below).
We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool!
With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets.
Key Features:
- Estimate mean return and standard deviation for each asset.
- Estimate correlation and covariance between Asset A and Asset B.
Data Input Requirements:
Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox.
Integration with Existing Modules:
The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.
应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.版本: 2.2.1
版本更新日期
2024-04-01
Portfolio Management
Set My Asset Allocation Out
更新日志
We're excited to announce the latest update to our app, introducing the CSV Data Stats Analysis tool!
With this new feature, you can now analyze a series of returns for Asset A and Asset B, provided they have the same number of returns in each series. The tool allows you to estimate key statistics for each asset, including mean and standard deviation, as well as estimate the correlation and covariance between the two defined assets.
Key Features:
- Estimate mean and standard deviation for each asset.
- Estimate correlation and covariance between Asset A and Asset B.
Data Input Requirements:
Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox.
Integration with Existing Modules:
The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset return & risk) in the individual parameter entry module for each asset (located at the beginning of the application). Additionally, you can define the correlation/covariance matrix in the usual correlation matrix section, leveraging the analyzed data and related results.
Disclaimer:
It's important to note that the results provided by the CSV Data Stats Analysis tool are estimations only. We cannot guarantee the accuracy of the calculations due to potential limitations in data quality or calculation methods. Therefore, it's essential to use the tool with caution, understanding the inherent risks of approximation in the results.
Legal Disclaimer:
We hereby disclaim any responsibility or liability for the use of the results generated by the tool. Users are advised to interpret the results with caution and assume all risks associated with their use. By utilizing the CSV Data Stats Analysis tool, users acknowledge and accept these terms.应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.版本: 2.1.4
版本更新日期
2024-03-31
Portfolio Management
Set My Asset Allocation Out
更新日志
Minor update of the raw data import functionality: With the new feature of importing raw data, the project name, if provided by the sender of the raw data, can now also be imported and recorded. A prefix "I - " will be added to indicate that it is an imported asset allocation case (this prefix can be then edited, amended or deleted by the receiving user, as well as the project name itself).应用描述
You want to rapidly check the results of an asset allocation case prepared by your students or you are attending a meeting presenting an asset allocation case and you want to swiftly cross-check the results? This App is for you!
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations, everything offline
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise the portfolio return or its Sharpe ratio, or minimize risk
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then set out and updated manually by the user's input for each pair of assets (use the application in either correlation or covariance mode, depending on which type of assumptions are available)
- Asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.版本: 2.1.3
版本更新日期
2024-01-26
Portfolio Management
Set My Asset Allocation Out
更新日志
=> Minor layout updates.
We are thrilled to announce a significant update to our application, introducing a powerful feature that enhances collaboration and sharing of Asset Allocation simulations between users of the Portfolio Management app. With the latest release, users can now leverage the "Raw Data Import/Export" functionality to seamlessly exchange and load Asset Allocation cases from one user to another.
We believe that this enhancement will significantly improve the user experience and foster collaboration among our valued Portfolio Management app users.
Here's below how it works:
1/ User A initiates the process:
- Open the Portfolio Management app and navigate to the simulation you want to share.
- Tap on the "Export Raw Data" button.
2/ User A composes an Email:
- The app will generate an email with the raw data text block already populated in the email body.
- If User A doesn't use the iPhone's default email application, it is alternatively possible to copy the raw text data block from the primary text area within the app and then paste it into a preferred alternative transfer method such as an email, SMS, or any other application.
- Select the recipient (User B) and send the email.
3/ User B Receives the Email:
- Upon receiving the email, User B can open it and locate the raw text data block.
4/ Importing Raw Data:
- Open the Portfolio Management App and go to the corresponding simulation screen.
- Paste the raw data block into the dedicated text area.
- While copy-pasting the above data to import this Asset Allocation case on your mobile phone by using the Raw Data Import functionality of the Portfolio Management App, please paste them as is, maintaining line breaks, and without adding or modifying anything in the presentation or the format of the data (however you can still manually modify numbers). Please also, only copy paste strictly the raw data and not the introductory and conclusive parts of the email content.
5/ Import and Apply to Current Asset Allocation:
- Click the "Import and Apply Allocation" button.
=> In just a few simple steps, User B can now load and view the Asset Allocation case simulated by User A and EV will be instantaneously calculated based upon the raw data loaded. This streamlined process facilitates quick sharing and communication of envisioned scenarios, making collaboration between users or team members more efficient.
=>**Important Note: Regional Formatting Differences**
If User A and User B are in distinct geographical regions that use different conventions for decimal separators (e.g., comma or period), there might be formatting intermediary adaptation needs when importing raw data. Therefore, in such case, it could be necessary to adjust accordingly the text block of the raw data to adapt thousand and decimal separators to your own local thousand and decimal conventions to ensure proper treatment of the raw data by the application of the recipient (User B in our example).
After import, your active current Asset Allocation case as User B (recipient of the raw data) will be identical to the one set out by User A (sender of the raw data) on his phone and will also include the correlations/covariances matrix defined by User A in his/her Asset Allocation simulation.
When copying the raw data received by email, please only extract the data located between the "-----------------" separators at the top and bottom of the data block. Exclude the introductory and concluding messages from this email. For the proper functioning of the raw data import feature, and in case you want to introduce separators in the name of your assets, you must use underscores ("_"), periods ("."), or spaces as separators in asset names. However, hyphens ("-") and semicolons (";") are not allowed as separators in the asset names for a proper functioning of the import raw data functionality.应用描述
暂无应用描述数据
版本: 2.1.2
版本更新日期
2024-01-25
Portfolio Management
Set My Asset Allocation Out
更新日志
=> Minor update of the Raw Data Import Functionality, recently launched (update of the user guide regarding this new functionality).
We are thrilled to announce a significant update to our application, introducing a powerful feature that enhances collaboration and sharing of Asset Allocation simulations between users of the Portfolio Management app. With the latest release, users can now leverage the "Raw Data Import/Export" functionality to seamlessly exchange and load Asset Allocation cases from one user to another.
We believe that this enhancement will significantly improve the user experience and foster collaboration among our valued Portfolio Management app users.
Here's below how it works:
1/ User A initiates the process:
- Open the Portfolio Management app and navigate to the simulation you want to share.
- Tap on the "Export Raw Data" button.
2/ User A composes an Email:
- The app will generate an email with the raw data text block already populated in the email body.
- If User A doesn't use the iPhone's default email application, it is alternatively possible to copy the raw text data block from the primary text area within the app and then paste it into a preferred alternative transfer method such as an email, SMS, or any other application.
- Select the recipient (User B) and send the email.
3/ User B Receives the Email:
- Upon receiving the email, User B can open it and locate the raw text data block.
4/ Importing Raw Data:
- Open the Portfolio Management App and go to the corresponding simulation screen.
- Paste the raw data block into the dedicated text area.
- While copy-pasting the above data to import this Asset Allocation case on your mobile phone by using the Raw Data Import functionality of the Portfolio Management App, please paste them as is, maintaining line breaks, and without adding or modifying anything in the presentation or the format of the data (however you can still manually modify numbers). Please also, only copy paste strictly the raw data and not the introductory and conclusive parts of the email content.
5/ Import and Apply to Current Asset Allocation:
- Click the "Import and Apply Allocation" button.
=> In just a few simple steps, User B can now load and view the Asset Allocation case simulated by User A and EV will be instantaneously calculated based upon the raw data loaded. This streamlined process facilitates quick sharing and communication of envisioned scenarios, making collaboration between users or team members more efficient.
=>**Important Note: Regional Formatting Differences**
If User A and User B are in distinct geographical regions that use different conventions for decimal separators (e.g., comma or period), there might be formatting intermediary adaptation needs when importing raw data. Therefore, in such case, it could be necessary to adjust accordingly the text block of the raw data to adapt thousand and decimal separators to your own local thousand and decimal conventions to ensure proper treatment of the raw data by the application of the recipient (User B in our example).
After import, your active current Asset Allocation case as User B (recipient of the raw data) will be identical to the one set out by User A (sender of the raw data) on his phone and will also include the correlations/covariances matrix defined by User A in his/her Asset Allocation simulation.
When copying the raw data received by email, please only extract the data located between the "-----------------" separators at the top and bottom of the data block. Exclude the introductory and concluding messages from this email. For the proper functioning of the raw data import feature, and in case you want to introduce separators in the name of your assets, you must use underscores ("_"), periods ("."), or spaces as separators in asset names. However, hyphens ("-") and semicolons (";") are not allowed as separators in the asset names for a proper functioning of the import raw data functionality.应用描述
- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the graph, please rotate your iPhone to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user which provides a high level of flexibility for the foreseen scenarios and allows to perform anytime fast and straight calculations (everything offline)
- User's Inputs: decimal numbers
- Quick Start User guide included
- Asset allocation case definition: adjust weight parameters manually (or automatically with the optimizer), to either maximise return/Sharpe ratio or minimize risk
- Optimizer can be run either under low or high accuracy mode (warning: time elapsed under high accuracy is higher than under low accuracy mode) - time elapsed for optimization is also function of the number of assets in the portfolio
- Each asset is inserted in the portfolio through user's input regarding risk, return and weight features
- Covariance and Correlation matrix are generated automatically, after each asset insertion, and then updated manually by the user for each pair of assets based upon his/her own assumptions (use the application in either correlation or covariance mode, depending on whether you have available correlation or covariance assumptions)
- Historical asset allocation cases can be stored in your mobile so that you can access it anytime, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)
- New functionality: Raw data import/export: "Raw Data Import/Export" functionality allows to send (export) and load (import) asset allocation cases from one user to another. Once imported on your phone, through the copy-pasting of the received raw data (exported by email) in the dedicated text editor, you can continue to work on your phone upon or modify the asset allocation sent by your collaborator. In turn, you can then re-send to your collaborator the raw data reflecting the modified asset allocation. This enhancement enables collaboration and exchange of Asset Allocation simulations among several Portfolio Management app users.
- This app is perfect for: i) a pro in the field of portfolio management who wants to perform a quick definition and/or optimization of an asset allocation based upon user's key assumptions for each individual asset (expected return, standard deviation, weight) and correlation/covariance pairs inputs, ii) a student who is studying portfolio management or preparing for portfolio management certificates, and wants to quickly test & simulate case studies, iii) for a professor in the field of portfolio management who wants to illustrate a portfolio management case study to his/her students or check/verify results.
- IMPORTANT DISCLAIMER: This app does not represent neither financial or investment advice, nor investment recommendation. The assumptions and results of this app are theoretical, based on user's own knowledge, and objectives are set for educational purposes for students or professors in the field of portfolio management. This application provides financial information and tools for informational purposes only. While we strive to provide accurate information, we make no warranties regarding its completeness, accuracy, or reliability. Any reliance on the information is at your own risk. We will not be liable for any loss or damage arising from the use of this application. The information presented is not intended to substitute professional financial advice. Users should consult with a qualified financial advisor before making any financial decisions. By using this application, you agree to release us from any liability and waive any claims related to its use or the information provided.
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