SCIETREX Scientific Software AG
Developer
24.6MB
Size
2020年05月06日
Update Date
Finance
Category
17+
Age Rating
Age Rating
Efficient Portfolio スクリーンショット
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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最新バージョン 1.1.2 の更新情報
Last updated on 2020年05月06日
旧バージョン
Some minor patches.
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Version History
1.1.2
2020年05月06日
Some minor patches.
1.1.1
2019年01月03日
Adaptions for iPhone X, Xs, Xr Screens
1.1
2018年03月26日
Efficient Portfolio 価格
今日:
¥700
最低価格:
¥700
最高価格:
¥800
Efficient Portfolio FAQ
ここをクリック！地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Efficient Portfolioの最低システム要件をご確認ください。
iPhone
iOS 10.0以降が必要です。
iPad
iPadOS 10.0以降が必要です。
iPod touch
iOS 10.0以降が必要です。
Efficient Portfolioは次の言語がサポートされています。 英語
