Portfolio Management vs Portfolio

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. ****

Pick a few securities, and the app works out from past prices what percentage each one would have in a mix that fits your goal. No sign-up, no background knowledge needed, with an explanation for every step. The calculation follows Markowitz's modern portfolio theory: the split of your stocks and ETFs (asset allocation) follows from their return, volatility and correlation. HOW THE GUIDED ASSISTANT WORKS • Choose securities: with the search or from the list of common securities. • Choose a goal: as little fluctuation as possible (minimum variance portfolio), the best ratio of return to fluctuation (highest Sharpe ratio), or a target return. • Read the result: “The calculation gives …” with each security's share in percent, and as a euro amount if you like. WHAT YOU GET • Traffic light review of your mix: spread (diversification), similarity (correlation), fluctuation, distance to the efficient frontier and data quality, each with color, word and explanation. • The efficient frontier at your fingertips: drag a handle along the frontier and see how shares, return and fluctuation change. The charts have axes and units. • A learning path with 9 stations, its own drawings and interactive examples that calculate with real prices. • Key figures such as return, volatility and Sharpe ratio, plus correlations and a look back (backtest), each explained in plain language. • Data situation: the app shows on which trading days prices are missing and what that means for the calculation. • Import of the Commerzbank portfolio overview and the Trade Republic transaction export, also both together, and search by name, ticker, ISIN or WKN. The app places no orders, has no access to bank or brokerage accounts, manages no money and gives no investment recommendations. Past values are no indication of future results. FREE AND PRO Free: guided assistant, traffic light review, efficient frontier, key figures, correlations, a simple look back, learning path and CSV import, with one saved mix of up to 6 securities. Pro unlocks: unlimited securities and mixes, your own limits (minimum and maximum shares, short selling), choice of estimation method, look back with variants and rebalancing rules, the calculation steps one by one and export as PDF report, CSV and as an R or Python script. Pro is a subscription: €4.99 per month or €39.99 per year, with a 14-day free trial on the yearly plan. The subscription renews automatically for the chosen period unless you cancel it at least 24 hours before it ends in your Apple ID settings. Payment is charged to your Apple ID. Prices in other countries may differ. YOUR DATA No sign-up, no ads, no tracking of your behavior. Your portfolios and entries stay on your device. For prices the app asks our server for the securities you select, not for your holdings; for technical reasons the server sees your IP address. DATA SOURCES Prices: external market data provider. Exchange rates: European Central Bank. Interest rates: Deutsche Bundesbank. Identifiers: OpenFIGI. All sources are named in the app under Settings. IMPORTANT For information and learning only. No investment advice and no recommendation to buy or sell securities. Calculations are based on historical data; future results may differ significantly. Terms of use (standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy policy: https://kobosil.me/datenschutz/#portfolio-analyse Legal notice: https://kobosil.me/impressum/