Some more functionalities, but do not get scared – usage not a must:
Daily automatic download of the ETF/Stock closing prices
Daily updated strategy performance visible. The software shows performance charts and detailed statistical information
Performance logs and ranking logs can be exported in excel format. Like this it can be included easily in reports.
Every day the optimum allocation is indicated. This allows strategy rebalancing whenever you want. This way, you can for example rebalance before the official end of month rebalancing.
It is very simple to change strategy parameters. This way an investor can fine-tune its risk return profile. It is for example simple to limit volatility of a strategy to a certain level (for example 5%)
Access to our proprietary Modified Sharpe Optimization
Four powerful ranking algorithms
Momentum and Mean Reversion logic
Dynamic Volatility Scaling: Minimum Volatility, Maximum Sharpe Optimization, Riding the Efficient Frontier
Limit Portfolio Volatility at your own preference
Flexible setting of minimum and maximum allocations by asset