• Stock Analysis and Portfolio Optimization

A powerful tool for stock analysis and portfolio optimization — search for funds by asset class, style, and risk-adjusted performance; analyze asset correlations; chart the efficient frontier; and optimize portfolios using models like mean-variance, CVaR, or efficient risk/return, all based on historical or forecasted returns.

• Stock Performance

  The Stock Performance allows users to analyze the performance of selected stocks by comparing them to a chosen benchmark index. This helps investors assess relative returns, make informed investment decisions, and evaluate how individual stocks contribute to overall portfolio performance.

• Stock Screener

  The Stock Screener enables users to search for individual stocks based on specific sectors, financial metrics, and performance indicators. It helps investors quickly identify stocks that match their criteria, streamlining the decision-making process and supporting more informed investment strategies.

• Portfolio Optimizer

  Leverage the portfolio optimization tool to construct efficient portfolios tailored to your investment goals. Optimize based on risk-adjusted performance, risk-return trade-offs, drawdown limits, or custom target criteria — using models such as mean-variance, CVaR, and more.