Digital Trends

SmartFolio 3

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 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 Risks Analysis (VaR and CVaR) Target Shortfall Probabilities Analysis Minimization of Rebalancing Transaction CostsRecently 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 1-click update from all data sources Vista support