FinOptimizer 4+

WisdomOne Limited

Designed for iPad

    • 1.0 • 1 Rating
    • $29.99

iPad Screenshots

Description

Stock portfolio optimizer is an intuitive iPad app which facilitates users to construct an optimal stock portfolio.

SPO is designed for investors and higher education students, particularly students major in Finance/Investment. It simplifies and speeds up the time-consuming portfolio optimization in asset allocation process with our BI technology and our propriety iPad intuitive interface. With SPO, users can rapidly construct a desired optimized portfolio in minutes, rather than days, based on users’ individual return requirement and risk tolerant and see the dynamic of asset allocation.

Further, Stock Portfolio Optimizer (SPO) allows users varying the weighting of the cash and optimal portfolio to construct CAL.

Back-Tester
The Back-tester is a new module which enables users back-testing the targeted portfolio against the current portfolio.

For investment professionals, please check out our product Alpha Trading Desk (ATD) instead.

**** Global Version ****
Full 8-asset portfolio
market coverage : US. UK, HK, and China
Unlimited access to back-tester with historical data

What’s New

Version 2.2.1

Fix iOS 7 bug

Ratings and Reviews

1.0 out of 5
1 Rating

1 Rating

DonQ3 ,

Requires monthly subscription

In addition to "buying" this app for 3 dollars, it requires a monthly subscription to input any more than 4 holdings. This would be an important piece of information for the developers to disclose in the description so that wouldn't come off as crooks.

Taylor T Review ,

Stock Portfolio Optimizer Review

We are Investment Advisors who saw and obtained a copy of this Stock Portfolio Optimizer Program due ot the fact
that this Stock Portfolio Optimizer IS based soley on the Capital Asset Pricing Model or CAPM. WE tested this SPO
against several of our portfolios and were very impressed and surprised as to the excellent results that this SPO
outputs. WE are utilizing this SPO right now to examine many of our existing portfolio's in obtaining the
best overall rate of return for the lowest risk possible. WE highly recommend this application to investors,
investment advisors and even to students and/or to finance instructors who are interested in learning as well as
actually applying the Capital Asset Pricing Model to existing investments and investment portfolio's.

App Privacy

The developer, WisdomOne Limited, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    Up to six family members can use this app with Family Sharing enabled.

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