Portfolio Management Lite

Need to quickly build an asset allocation, validate a case study, or cross-check portfolio results during a meeting? Portfolio Management is a practical portfolio simulation and optimization tool designed for finance professionals, students and instructors. Build a portfolio from your own assumptions and instantly calculate three essential metrics: Expected Return, Risk (Volatility) and Sharpe Ratio. Explore risk/return trade-offs through an interactive Efficient Frontier and use the built-in Optimizer to test alternative asset allocations. No external market data is required: you remain in control of all portfolio assumptions, including asset weights, expected returns, volatilities, correlations or covariances, and the risk-free rate. Core portfolio calculations can be performed offline. KEY FEATURES • Portfolio Builder Create portfolios using individual assets such as stocks, bonds or…