AI Portfolio
Manage your own portfolio
무료Offers In-App Purchases
1.2for iPhone, iPad and more
Age Rating
AI Portfolio 스크린 샷
About AI Portfolio
The goal of this app is to create a portfolio of popular funds which minimizes volatility for a given average annual return selected by the user.
The app achieves this goal by traversing the space of all possible portfolios and selecting a combination of funds which minimizes volatility for a given average annualized gain.
The concept of combining funds in order to minimize risk and attain maximum return is not new. In fact, it was proposed by Dr. Harry Markowitz in 1952 when he created the modern portfolio theory (MPT) to help investors match their risk tolerance with their reward expectations in order to create their ideal portfolio.
However, the amount of computation involved in calculating the optimal portfolio given a level of risk tolerance is non-trivial and until recently it required at least a desktop computer. More importantly, these types of computations are typically done as a service by money managers for a fee that is proportional to the value of the portfolio.
The goal of this app is to enable any user to design their own portfolio and re-balance as required. All you need to do is to observe the risk/reward graph presented in the app and select the level of risk/reward that you are suits you. The app then conveniently calculates the optimal portfolio which achieves the goal.
This is not a trading app and does not make buy/sell recommendations. As a long-term investor, this app helps users to create an optimal portfolio (in the sense mentioned above) and re-balance their portfolio which consists of popular ETFs.
For more detailed description please see this: https://www.maadotaa.com/aiportfolio
Disclosure: Nothing in this app should be considered investment advice. Past performance is not necessarily indicative of future returns. You should direct all investment related questions that you have to your financial advisor.
The app achieves this goal by traversing the space of all possible portfolios and selecting a combination of funds which minimizes volatility for a given average annualized gain.
The concept of combining funds in order to minimize risk and attain maximum return is not new. In fact, it was proposed by Dr. Harry Markowitz in 1952 when he created the modern portfolio theory (MPT) to help investors match their risk tolerance with their reward expectations in order to create their ideal portfolio.
However, the amount of computation involved in calculating the optimal portfolio given a level of risk tolerance is non-trivial and until recently it required at least a desktop computer. More importantly, these types of computations are typically done as a service by money managers for a fee that is proportional to the value of the portfolio.
The goal of this app is to enable any user to design their own portfolio and re-balance as required. All you need to do is to observe the risk/reward graph presented in the app and select the level of risk/reward that you are suits you. The app then conveniently calculates the optimal portfolio which achieves the goal.
This is not a trading app and does not make buy/sell recommendations. As a long-term investor, this app helps users to create an optimal portfolio (in the sense mentioned above) and re-balance their portfolio which consists of popular ETFs.
For more detailed description please see this: https://www.maadotaa.com/aiportfolio
Disclosure: Nothing in this app should be considered investment advice. Past performance is not necessarily indicative of future returns. You should direct all investment related questions that you have to your financial advisor.
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최신 버전 1.2의 새로운 기능
Last updated on Feb 28, 2023
오래된 버전
Bug fixes and improvements
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Version History
1.2
Feb 28, 2023
Bug fixes and improvements
1.1
Mar 12, 2020
minor bug fixes
1.0
Mar 11, 2020
AI Portfolio FAQ
제한된 국가 또는 지역에서 AI Portfolio를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
AI Portfolio의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
iOS 13.0 이상 필요.
iPad
iPadOS 13.0 이상 필요.
iPod touch
iOS 13.0 이상 필요.
AI Portfolio은 다음 언어를 지원합니다. 영어
AI Portfolio에는 인앱 구매가 포함되어 있습니다. 아래 요금제를 확인하세요.
Unlock all ETFs
₩6,600