Efficient Portfolio
USD 4.99
1.1.2for iPhone, iPad and more
SCIETREX Scientific Software AG
Developer
24.6 MB
Size
06/05/2020
Update Date
Finance
Category
17+
Age Rating
Age Rating
لقطات الشاشة لـ Efficient Portfolio
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.
Show More
تحديث لأحدث إصدار 1.1.2
Last updated on 06/05/2020
الإصدارات القديمة
Some minor patches.
Show More
Version History
1.1.2
06/05/2020
Some minor patches.
1.1.1
03/01/2019
Adaptions for iPhone X, Xs, Xr Screens
1.1
26/03/2018
Efficient Portfolio FAQ
انقر هنا لمعرفة كيفية تنزيل Efficient Portfolio في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات Efficient Portfolio.
iPhone
Requiere iOS 10.0 o posterior.
iPad
Requiere iPadOS 10.0 o posterior.
iPod touch
Requiere iOS 10.0 o posterior.
Efficient Portfolio هي مدعومة على اللغات Inglés
