MEET Portfolioxpert

What is PortfolioXpert?

Portfolio Xpert, is a dynamic platform, that can model virtually any type of investment strategy, utilized in the asset management industry. Driven by artificial intelligence, the engine, utilizes parametric analysis, with over 600 variables, in a database of 17 thousand 600+ symbols, with over 10 million 5 hundred calculations, ran daily to determine buy and sell points.


Features

Portfolio Designer

Our portfolio designer, allows you to build, back-test and walk forward, an unlimited number of Portfolios; Giving you the ability, to validate your concepts and ideas, before you implement them.

  • Construct multiple styles of portfolios
  • Validate your concepts and ideas before you implement them
  • Fully Automated Rebalancing System

features

Research

Our step by step process, walks you through the building of a fully adaptive strategy, delivering in minutes, a complete back-test, including returns, relative risk metrics, and more

  • -Determine what metrics you're interested in through visual cues
  • -Test Probabilities of Success & Failure
  • -Monitors investments on a sector-level basis providing top-down information on industry trends

features

The Power of Focus

Query Tool to create groups of stocks based off behavioral characteristics

With over twenty years, of providing consulting and process-driven portfolios to the advisory community, we have built a selection, of prebuilt strategies, to choose from, it accelerates the implementation, of the adaptive process.

  • -Discover optimal strategies and tactics.
  • -Recreate your workspace even when you use desktops in different locations.
  • -Automatically detect new monitor configurations and push windows to visible monitors.

features

Reporting

Web-based apps are stuck in browsers, which means they can alert you only with emails­—that get lost in the sea of your inbox. But when a Web-based app deploys on OpenFin, it can leverage powerful features that spark notifications right on your desktop. If something relevant happens, you see it immediately and can action with a single click.

Notifications can be customized to automatically launch apps and streamline workflow. Reply to a chat, respond to an RFQ, view a chart for a fast-moving stock. Real-time events require real-time responses.

  • -Connect notifications to automatic app responses and actions.
  • -Improve your decision-making with immediate information.
  • -Customize notifications without limits.

features

Watchlists

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  • -Connect notifications to automatic app responses and actions.
  • -Improve your decision-making with immediate information.
  • -Customize notifications without limits.

Make your apps play well together

See how features combine 'work' and 'flow.'

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Get started with OpenFin

Find out more on why PortfolioXpert delivers the best benefit driven performance.

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