Investment Portfolio Manager

Investment Portfolio Manager

By Statmetrics

Investment Portfolio ManagerInvestment Portfolio ManagerInvestment Portfolio ManagerInvestment Portfolio ManagerInvestment Portfolio Manager

Statmetrics is a comprehensive answer for stock market analysis, portfolio analytics, funding administration and analysis. Stay on top of the markets and entry international market information, economic and real-time monetary data from international inventory exchanges. Forecast market tendencies and cycles with advanced charting and technical evaluation. Construct, backtest and manage a number of portfolios and streamline your threat management with the integrated portfolio analytics answer. Analyze the elemental and quantitative traits of portfolio or potential investments and gain insight into the risk-return profile of your investments. Track total efficiency of your portfolio throughout all accounts in a single place and consider your funding strategy. Enhance your investment analysis, discover investment alternatives and establish hidden dangers that affect your investments with a comprehensive suite of analytical instruments and financial models.

GLOBAL MARKETS FINANCIAL NEWS

- Live quotes and charts for major financial devices (indices, shares, bonds, mutual funds, ETFs, commodities, currencies, crypto, rates of interest, futures and options), traded on international exchanges.

- Market screener for looking equities, funds and ETFs by user-defined search parameters.

- Personalized watchlists and notepad for storing trading concepts.

- Calendar for economic events and company earnings reports.

- Financial news protection for multiple regions and languages

- Integrated RSS-Reader and news feed subscription by the person.

- Search for information headlines and Google Trends statistics by specific key phrases.

CHARTING TECHNICAL ANALYSIS

- Interactive high-performance charting and broad range of drawing tools.

- Large set of commonly used technical indicators.

- Custom Templates for intraday and historical charts.

PORTFOLIO ANALYTICS INVESTMENT RESEARCH

- Construction, backtesting and management of multi-currency and long-short portfolios.

- Fundamental and quantitative performance and threat evaluation of portfolio and its parts.

- Measuring performance vs. benchmark and calculation of funding threat indicators (return, volatility, Sharpe ratio, maximum drawdown, value-at-risk, expected shortfall, alpha, beta, data ratio, and so forth.).

- Analysis of stress events, drawdowns and measuring of historic and modified value-at-risk.

- Evaluation of asset allocation, sector allocation, correlations and portfolio danger decomposition.

- Visualization of safety market line, security characteristic line, efficient frontier and rolling funding danger indicators.

- Predefined mean-variance portfolio optimization strategies (minimum variance, maximum diversification, most decorrelation, equal risk contribution, and so on.).

- Fundamental analysis of earnings statement, steadiness sheet, cash-flow assertion, institutional holders, mutual fund holders, firm profiles and visualization of key monetary ratios.

- Evaluation of elementary elements similar to per share knowledge, valuation ratios, profitability, progress, leverage, liquidity, dividend progress and dividend historical past.

- Calculation of group descriptive statistics for single assets, portfolio or a watchlist.

- Statistical visualization and hypothesis testing (unit root test, Granger causality check, and so on.).

- Correlation, cointegration, regression and principal element evaluation.

PORTFOLIO PERFORMANCE TRACKING

- Transaction-based funding efficiency measurement with support for

multi-currency and long/short positions.

- Tracking for a number of securities accounts and multi-currency money accounts

- Handling of corporate actions similar to dividends, splits, bonus shares, rights issues, mergers, demergers, and so on.

- Annual performance calculation with money-weighted methodology (modified CAGR)

- Performance analysis by dividend yield, return on capital, currency gains,

taxes and different transaction prices.

- Analysis of investment strategies based on buying and selling history

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