Portfolio Optimization Summary
The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied...
Platforms: Windows, Mac, Windows 8, Windows 7
License: Shareware | Cost: $26.00 USD | Size: 544 KB | Download (203): Portfolio Optimization Download |
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply...
Platforms: Windows
License: Freeware | Size: 121 KB | Download (705): Investment & Business Portfolio Optimization Download |
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative...
Platforms: Windows
License: Shareware | Cost: $490.00 USD | Size: 8.74 MB | Download (240): SmartFolio Professional Edition Download |
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and...
Platforms: Windows
License: Shareware | Cost: $599.00 USD | Size: 11.81 MB | Download (226): SmartFolio Download |
A .zip file contains a series of scripts that were used in the MathWorks webinar "Using MATLAB to Develop Portfolio Optimization Models." The scripts generate 3D efficient frontiers for a universe of 44 stocks with time as the third axis. Additional scripts perform various ex-ante and ex-post...
Platforms: Matlab
License: Freeware | Size: 204.8 KB | Download (51): Using MATLAB to Develop Portfolio Optimization Models Download |
Please see PORTOPTGADS, by following link 'Published m-files' below.PS. The cool picture is a visualization of Rastrigin's function, taken from Genetic Algorithm and Direct Search Toolbox documentation.
Platforms: Matlab
License: Shareware | Cost: $0.00 USD | Size: 40.96 KB | Download (48): Mean-variance portfolio optimization using GA and PATTERNSEARCH Download |
The files in this folder solve the optimization case studies described in the paper "VaR vs CVaR in Risk Management and Optimization" by Sarykalin,S., Serraino,G., and Uryasev,S., in Tutorials in Operations Research, INFORMS 2008 (download www.ise.ufl.edu/uryasev/VaR_vs_CVaR_INFORMS.pdf...
Platforms: Matlab
License: Freeware | Size: 225.28 KB | Download (50): VaR vs CVaR in Risk Management and Optimization Download |
This zip file contains the Presentation (PDF) and M-files that were demonstrated in the MathWorks Webinar: Using Genetic Algorithms in Financial Applications delivered on Dec 11 2007.The purpose of the webinar was to highlight how Genetic Algorithms may be used to supplement portfolio...
Platforms: Matlab
License: Freeware | Size: 2.66 MB | Download (46): MathWorks Webinar: Using Genetic Algorithms in Financial Applications Download |
MProfit - Portfolio Management Software is an easy-to-use and powerful portfolio management application designed for Indian Investors and Non-Resident Indians (NRIs). MProfit - Portfolio Management Software allows you to take control of your investments such as stocks, MFs, ULIPs, insurance...
Platforms: Windows
License: Shareware | Cost: $32.00 USD | Size: 7.2 MB | Download (49): MProfit - Portfolio Management Software Download |
Exercises and case studies for a rigorous approach to risk- and portfolio-management. This booklet stems from the review sessions of the six-day ARPM bootcamp.Contents include:Advanced multivariate statistics; copula-marginal decompositionAnnualization/projection (FFT, cumulants,...
Platforms: Matlab
License: Freeware | Size: 1.46 MB | Download (49): Exercises in Advanced Risk and Portfolio Management Download |
Files used in the Webinar: Build a Portfolio Analysis Production Application in MATLAB using Object-Oriented Programming Techniques.The focus of this demo is to introduce the design and development of a complete MATLAB application from concept through to completion. The GUI-based tool provides...
Platforms: Matlab
License: Freeware | Size: 522.24 KB | Download (48): Portfolio Optimizer Tool Download |
Free 1-hour search engine optimization crash course on the basics of search engine optimization & how to submit to search engines.
The course is broken down into 10 chapters:
1. What Is Search Engine Optimization?
2. Search Engine Optimization Part 1: Meta Tags
3. Search Engine...
Platforms: Windows
License: Freeware | Size: 517 KB | Download (519): 1-Hour Search Engine Optimization Download |
The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a...
Platforms: Windows
License: Freeware | Size: 135 KB | Download (1329): Investment Portfolio Monitoring & Valuation Download |
Powerful software tool that automatically summarizes documents from virtually any source. The tedious task of sifting through and reading endless pages of text trying to find relevant content is over. Document Summary System realizes the importance of the source document as well as the wording....
Platforms: Windows
License: Commercial | Cost: $49.99 USD | Size: 40 KB | Download (457): Document Summary System Basic Edition Download |
Is your trading portfolio globally diversified and weighted in favor of the strongest industry sectors.? If not then you urgently need this new software. CuteTrader Portfolio Builder/Analyzer makes this tedious but vital trading task very simple ! Now with the aid of this powerful yet easy to use...
Platforms: Windows
License: Demo | Cost: $59.95 USD | Size: 23.33 MB | Download (146): CuteTrader - Portfolio Builder/Analyzer Download |
Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio...
Platforms: Windows
License: Shareware | Cost: $29.95 USD | Size: 2.46 MB | Download (158): Portfolio Manager Download |
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions...
Platforms: Windows
License: Shareware | Cost: $22.00 USD | Size: 97.66 KB | Download (151): Portfolio Performance Monitoring Download |
PDF Summary Maker allows you to change the summary information in many pdf's or individual pdfs with ease, this software also includes summary reports.
you can change the Creator, Producer, Creation Date, Author, Title, Subject and Keywords fields within pdf's.
NOTE: this software...
Platforms: Windows
License: Shareware | Cost: $79.95 USD | Size: 1.93 MB | Download (373): PDF Summary Maker Download |
Project Summary Doclet project is a doclet that extracts release info and links report items to SF tracker items. It creates a flat report that contains summaries of changes, known bugs, and tasks. The default output format is HTML, and the way reports are generated may be modified easily by...
Platforms: *nix
License: Freeware | Size: 10.24 KB | Download (98): Project Summary Doclet Download |
Optimization Algorithm Toolkit is a workbench and toolkit for developing, evaluating, and playing with classical and state-of-the-art optimization algorithms on standard benchmark problem domains; including reference algorithm implementations, graphing, visualizations and much more. The project...
Platforms: *nix
License: Freeware | Size: 6.5 MB | Download (123): Optimization Algorithm Toolkit Download |