SmartFolio 3

Free SmartFolio screenshot fileSmartFolio 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 analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.

Most of the mathematical algorithms utilized by SmartFolio have only emerged in the last few years. Many are therefore not to be found in other commercial products. SmartFolio will help you solve a variety of practical tasks including:

- Advanced Portfolio Optimization

- Asset Performance Ranking

- Risk-Reward Analysis and Efficient Frontier

- Portfolio Risk Analysis (VaR and CVaR)

- Target Shortfall Probabilities Analysis

- Minimization of Transaction Costs

Recently released SmartFolio 3 supports many new features including:

- The Black-Litterman model

- Walk-forward optimization

- Import from Bloomberg Professional

- Import from an Excel table

- Batch import

- Automatic update from all data sources

- Vista support
Type : Shareware ($599.00) » EULA
OS Support : Windows All + Vista
Date / Size : Apr, 11. 2007 / 11676 kBytes
Requirements : MS Excel 2007/2003/XP/2000
Users' rating : - Write a Review
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Update history of SmartFolio
v3 (June, 27. 2008)
The Black-Litterman model; Walk-forward optimization; Import from Excel and Bloomberg Professional; Batch import; Automatic Update; Vista support
v2.0.2 (October, 4. 2007)
Full support for Excel 2007, bug fixes
Distribution permissions for SmartFolio
This software may not be distributed without written permission of Modern Investment Technologies Ltd.
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