What's NewExtend data service to 1 Jan 2016
App Descriptionâ€śAm I investing? Or I am just gamblingâ€ť
If you think investment is easy, think again. Investing without risk management is like driving a Porsche without a braking system. A lot of people learn their lessons without a warning. See if you can answer the following questions:
â€śDoes my investment diversified enough and properly?â€ť
â€śDo I know when to sell and when to buy in rapid moving market?â€ť
â€śDo I sell the losing stocks without holding them for too long?â€ť
â€śIs the worst monthly expected loss of my portfolio within my risk tolerance?â€ť
â€śFirst thing first, does it make sense to invest with the current portfolio?â€ť
If not, Alpha-Investor is what you need. Alpha-Investor is first mobile MYOP (Manage Your Own Portfolio) app. It is a full-feature trading suit designed for serious investors and investment professionals.
What does Alpha-Investor do?
1. Optimize your asset weighting of your investment portfolio.
2. Validate your optimized portfolio by back-testing with historical data.
3. Limit your risk exposure within your risk tolerance.
4. Issue Buy/Sell signals with trading amount.
5. Determine if the portfolio worth the effort by calculating its Alpha value.
How does Alpha-Investor do it?
1. The â€śOptimizerâ€ť gives the optimal asset weighting by mean of mean-variance calculation.
2. The â€śBacktesterâ€ť validates the portfolio performance with historical data.
3. The risk KPIâ€™s, such as Value at Risk and Tail VaR, show you the daily risk exposure.
4. Based on target weighting, the â€śRebalancerâ€ť gives Buy/Sell orders promptly.
5. Knowing the portfolio Alpha, investors can determine if passive investment is a better choice.
What is the typical profile of Alpha-Investor users:
â€˘Investment Philosophy: Discipline Investing.
â€˘Perquisites: Sound knowledge of Portfolio Management.
â€˘Investment style: Semi-active/Active.
â€˘Investment horizon: short-term/mid-term.
â€˘Rebalance Frequency: Weekly/Monthly.
This multi-market version allows investors manage different country portfolios with various investment horizon in a single portfolio management app on iPad.
With Alpha-Investor you have a better chance to beat the street by first beating your worst enemy â€“ Yourself.
*** Release Note ***:
Version: multi-markets 2013
Markets: US, UK, HK, CN, DE, FR, SG, TW
Capacity: 2 portfolios with 6 assets
October 15, 2014 New version 4.8.0
January 29, 2014 New version 4.7.3
November 01, 2013 New version 4.7.1
October 04, 2013 New version 4.7.0
September 24, 2013 New version V 4.6.2
June 05, 2013 New version V 4.3.1
May 08, 2013 Initial Release