Efficient Portfolio
HK$ 38.00
1.1.2for iPhone, iPad and more
SCIETREX Scientific Software AG
Developer
24.6 MB
Size
2020年05月06日
Update Date
Finance
Category
17+
Age Rating
Age Rating
Efficient Portfolio 螢幕截圖
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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最新版本1.1.2更新日誌
Last updated on 2020年05月06日
歷史版本
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 FAQ
點擊此處瞭解如何在受限國家或地區下載Efficient Portfolio。
以下為Efficient Portfolio的最低配置要求。
iPhone
須使用 iOS 10.0 或以上版本。
iPad
須使用 iPadOS 10.0 或以上版本。
iPod touch
須使用 iOS 10.0 或以上版本。
Efficient Portfolio支持英文
