Hoadley Portfolio Optimizer Description
The optional feature for data downloading and analysis is designed to seamlessly pull historical prices for stocks, funds, and indices from Yahoo Finance, catering to most exchanges, or can work with data from an external spreadsheet for a comprehensive portfolio assessment. It will compute essential risk metrics, including volatility broken down into active risk, residual risk, and market risk, alongside Beta and R-Squared values for both individual securities and the overall portfolio, as well as the specified index. Additionally, users can visualize historical patterns regarding the volatilities, betas, and prices of individual assets, as well as explore trends in correlations between pairs of assets, offering insights into their stability over various time periods. This graphical representation aids in better understanding the dynamics of the portfolio.
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Pricing
Pricing Starts At:
$129 one-time payment
Integrations
No Integrations at this time
Company Details
Company:
Hoadley Trading & Investment Tools
Website:
www.hoadley.net/options/develtoolsoptimize.htm
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Product Details
Platforms
Windows
Customer Support
Online Support
Hoadley Portfolio Optimizer Features and Options
Financial Risk Management Software
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
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