Portfolio Management

Set My Asset Allocation Out

Business

Finance

$24.99

$44.99

Buy now

Rating summary

Details about Portfolio Management

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

January 9, 2022
September 20, 2024
14.0+
4+
62.02MB
iPhone, iPad, iPod

Features

Apple silicon support

Developer of Portfolio Management

Tarik BELABED

⭐️0 / 5

Rating↘︎

🙌0

Ratings

📼10 scs

Media↘︎

📉--44.45%

Price change↘︎

📦~ in 4 days

Updates frequency↘︎

Versions
Price History↓
Description
FAQ

Version History of Portfolio Management

2.4.4

June 8, 2024

- Minor layout update **** Once purchased, you have full access to all functionalities offered by the app. There are no hidden in-app purchases or subscriptions. **** **** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. ****

2.4.3

June 7, 2024

2.4.2

June 2, 2024

- Optimizer tool update: ability to set fixed weight constraints for assets in your portfolio. - Minor layout update **** Once purchased, you have full access to all functionalities offered by the app. There are no hidden in-app purchases or subscriptions. **** **** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. ****

2.4.1

June 1, 2024

2.3.2

May 20, 2024

1/ In addition to the existing randomize button, which enables simulation of a random weights asset allocation, we've introduced a new 'weights equalizer' button. This new feature swiftly simulates an equalized weights asset allocation. 2/ Update of the Optimizer Tool: introducing Risk Parity Optimization! Alongside our three initial portfolio optimization strategies (risk minimization, return maximization, Sharpe ratio maximization) based on mean-variance theory (i.e., finding the optimal portfolio lying on the efficient frontier), your app now offers to find the optimal risk parity portfolio that equalizes the risk contributions of portfolio assets. What's Risk Parity? It's about equalizing the risk contribution of portfolio assets, ensuring a balanced allocation regardless of asset class. With risk parity optimization, investors aim to distribute risk equally among the assets in their portfolio. -> Automatically balance assets based on their risk contributions to the portfolio. -> Diversify smarter and confidently. -> Rebalancing ensures that the portfolio maintains its risk parity allocation over time, particularly as market conditions change. Utilizing the optimizer within the app allows for seamless rebalancing, ensuring that asset allocations are adjusted according to the latest risk parity optimization results. -> Discover the power of Risk Parity in optimizing your portfolio. Upgrade now to optimize with the Risk Parity option! 2/ Minor layout updates Don't forget to leave us a comment or rating on the store! Thank you for being part of our user community.

2.3.1

May 20, 2024

1/ Update of the Optimizer Tool: introducing Risk Parity Optimization! Alongside our three initial portfolio optimization strategies (risk minimization, return maximization, Sharpe ratio maximization) based on mean-variance theory (i.e., finding the optimal portfolio lying on the efficient frontier), your app now offers to find the optimal risk parity portfolio that equalizes the risk contributions of portfolio assets. What's Risk Parity? It's about equalizing the risk contribution of portfolio assets, ensuring a balanced allocation regardless of asset class. With risk parity optimization, investors aim to distribute risk equally among the assets in their portfolio. -> Automatically balance assets based on their risk contributions to the portfolio. -> Diversify smarter and confidently. -> Rebalancing ensures that the portfolio maintains its risk parity allocation over time, particularly as market conditions change. Utilizing the optimizer within the app allows for seamless rebalancing, ensuring that asset allocations are adjusted according to the latest risk parity optimization results. -> Discover the power of Risk Parity in optimizing your portfolio. Upgrade now to optimize with the Risk Parity option! 2/ Minor layout updates Don't forget to leave us a comment or rating on the store! Thank you for being part of our user community.

2.2.6

May 12, 2024

Update of the data statistical analysis tool: - Minor layout updates - the app now offers users the option to choose between sample-based (Bessel's correction) and population-based for standard deviation/covariance calculations.

2.2.5

May 12, 2024

Update of the data statistical analysis section: the app now offers users the option to choose between sample-based (Bessel's correction) and population-based for standard deviation/covariance calculations.

2.2.4

April 19, 2024

Slight update of our new tool, the CSV Data Stats Analysis tool (presented below). -> Latest update: You can now generate random CSV data series containing 12 returns for each asset, allowing you to test the functionality through the simulation of scenarios of returns for Asset A and Asset B. We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool! With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets. Key Features: - Estimate mean return and standard deviation for each asset. - Estimate correlation and covariance between Asset A and Asset B. Data Input Requirements: Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox. Integration with Existing Modules: The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.

2.2.3

April 10, 2024

Slight update of our new tool, the CSV Data Stats Analysis tool (presented below): -> Latest update: You can now generate random CSV data series containing 12 returns for each asset, allowing you to test the functionality through the simulation of scenarios of returns for Asset A and Asset B. We're pleased to announce the latest update to our app, introducing the CSV Data Stats Analysis tool! With this new feature, you can now analyze a series of returns for Asset A and Asset B (using the same number of returns in each series). The tool allows you to estimate key statistics for each asset (mean return and standard deviation), as well as estimate the correlation and covariance between the two defined assets. Key Features: - Estimate mean return and standard deviation for each asset. - Estimate correlation and covariance between Asset A and Asset B. Data Input Requirements: Please ensure that your data is populated and pasted into the dedicated text editors in CSV format. By default, the data separator is set to ';', but it can be modified by the user if a different separator is used, via the dedicated separator textbox. Integration with Existing Modules: The results generated by the CSV Data Stats Analysis tool can be seamlessly integrated into the app's existing functionalities. You can use the estimated statistics (asset mean return & risk) to set out the individual parameters for each asset inserted in the simulated portfolio through the entries located at the beginning of the application ("Asset Risk" and "Asset Expected Return" entries). Additionally, you can define the correlation/covariance matrix in the usual correlation/covariance matrix section, leveraging the analyzed data and related results.

Description of Portfolio Management

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. ****

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