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- Portfolio Management Vs. Stockvesment: Graham's Value
Portfolio Management против Stockvesment: Graham's Value Использование & Stats
Need to quickly verify asset allocation results prepared by your students or cross-check outcomes during a meeting? This app is designed 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 (everything offline)
- Asset Allocation Definition: Manually adjust weight parameters or utilize our Optimizer for automatic adjustments. 4 optimization strategies are available with the possibility of setting constraints (maximum risk, minimum return or fixed individual weights): portfolio return maximization, risk minimization, Sharpe ratio maximization, or risk parity.
- You can define your portfolio by adding either individual assets (stocks, bonds, etc.) or asset classes (equities, fixed income, real estate, etc.).
- Each asset or asset class is incorporated into the portfolio based on user-defined individual characteristics: weight, risk (standard deviation), and expected return, all provided in decimal format.
- Correlation/Covariance matrix can be set out (and updated) manually by the user for each pair of asset through a dedicated entry (use the application either under correlation or covariance input modes)
- Asset allocation cases can be stored in your mobile so that you can access it anytime offline, 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 functionalities:
==> Raw Data Import/Export: The "Raw Data Import/Export" feature facilitates the transfer of asset allocation and portfolio cases between users. You can import or export asset allocation data, enabling collaboration among users the app. After importing data on your phone by copying and pasting the received raw data from an email into the dedicated text editor, you can modify the asset allocation and send the updated data back to your collaborator. This enhancement fosters collaboration and exchange of asset allocation simulations among multiple users of the Portfolio Management app.
==> Return Data Statistical Analysis Tool: Our app now includes a statistical analysis tool for return data. You can copy and paste return series for Asset "A" and Asset "B" into the text editor, specifying the desired CSV separator. The tool generates descriptive statistics such as mean and standard deviation for each asset, as well as the correlation and covariance between Asset A and B. Additionally, there's a button to automatically generate random return series for both assets, facilitating quick testing. You can transfer the individual results (mean return & risk) to the main menu to create and include assets with these features in your current allocation.
- Quick Start User guide included
This app is ideal for:
i) Professionals in the portfolio management field seeking rapid definition and/or optimization of asset allocation based on user-defined key assumptions for each individual asset (expected return, standard deviation, weight), as well as inputs for correlation/covariance pairs.
ii) Students studying portfolio management or preparing for portfolio management certificates, looking to efficiently test and simulate case studies.
iii) Professors teaching portfolio management, whether to illustrate case studies to students or to verify and assess results.
**** Once purchased, you have full access to all functionalities offered by the app. There are no in-app purchases or subscriptions. ****
**** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. ****
- Apple App Store
- Платный
- Финансы
Рейтинг магазина
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Are you losing money because your analysis is incomplete and inadequate?
Are you tired of interpreting complex stock market data?
What Is the Graham Number?
The Graham number (or Benjamin Graham's number) measures a stock's fundamental value by taking into account the company's earnings per share (EPS) and book value per share (BVPS).
Stockvesment's powerful algorithms analyze every aspect of a stock, including financial statements, market trends, and the intrinsic value of the company. This allows you to quickly and easily identify undervalued stocks that have the potential to deliver strong returns. In this way, you can decide when to buy or sell
But Stockvesment doesn't just stop at analysis. It also offers a range of charts and resources to help you make the right investment decisions. Whether you're an experienced investor or new to the stock market, Stockvesment has something for everyone.
So why wait? Start using Stockvesment today and take control of your investment portfolio. With Stockvesment, you'll have the knowledge and tools you need to make the right investment decisions and maximize your returns.
Learn More:
Privacy Policy: stockvesment.com/privacy
Terms of Service: stockvesment.com/terms
- Apple App Store
- Бесплатный
- Финансы
Рейтинг магазина
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Portfolio Management VS.
Stockvesment: Graham's Value
декабрь 12, 2024