Efficient Portfolio
$4.99
1.1.2for iPhone, iPad and more
SCIETREX Scientific Software AG
Developer
24.6 MB
Size
May 6, 2020
Update Date
Finance
Category
17+
Age Rating
Age Rating
Efficient Portfolio Screenshots
About Efficient Portfolio
Efficient Portfolio is a unique smartphone app, which calculates the "efficient portfolio" of shares according to the theory of Nobel laureate Prof. Harry M. Markowitz and gives instructions, how to change a given portfolio to become efficient. The efficient portfolio is a portfolio that provides the greatest expected return for a given level of risk, or equivalently, the lowest risk for a given expected return, also called "optimal portfolio".
The model works right under the assumptions of the original theory:
- The investor is acting in a rational and risk-averse manner.
- Entry- and target values are quantified by expected values and standard deviation.
- Shares of the portfolio are arbitrarily divisible.
- The model does not account transaction costs.
- The model relates to a one period consideration.
- Changes in the fair values are normally distributed.
The model is intended for long-term investors (5 - 10 years). Refreshments of the portfolio (buy/sell shares) should carried out not more than one time a year, because transaction costs becomes eventually too high.
Free Data API: Alpha Vantage Inc., Boston, Mass., USA. Includes ticker data in USD from NYSE, NASDAQ and OTC.
The model works right under the assumptions of the original theory:
- The investor is acting in a rational and risk-averse manner.
- Entry- and target values are quantified by expected values and standard deviation.
- Shares of the portfolio are arbitrarily divisible.
- The model does not account transaction costs.
- The model relates to a one period consideration.
- Changes in the fair values are normally distributed.
The model is intended for long-term investors (5 - 10 years). Refreshments of the portfolio (buy/sell shares) should carried out not more than one time a year, because transaction costs becomes eventually too high.
Free Data API: Alpha Vantage Inc., Boston, Mass., USA. Includes ticker data in USD from NYSE, NASDAQ and OTC.
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What's New in the Latest Version 1.1.2
Last updated on May 6, 2020
Old Versions
Some minor patches.
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Version History
1.1.2
May 6, 2020
Some minor patches.
1.1.1
Jan 3, 2019
Adaptions for iPhone X, Xs, Xr Screens
1.1
Mar 26, 2018
Efficient Portfolio FAQ
Click here to learn how to download Efficient Portfolio in restricted country or region.
Check the following list to see the minimum requirements of Efficient Portfolio.
iPhone
Requires iOS 10.0 or later.
iPad
Requires iPadOS 10.0 or later.
iPod touch
Requires iOS 10.0 or later.
Efficient Portfolio supports English
