SmartFolio is extremely powerful asset allocation software aimed at all types of quantitatively oriented investors and investment professionals. Simple and intuitive, it contains superior portfolio optimization techniques based on the latest achievements in portfolio theory: - Find the most appropriate asset allocation according to your investment goals, price history and subjective market views; - Analyze investment portfolio risks from various perspectives: volatility, Value-at-Risk, target shortfall probabilities; - Select the most adequate portfolio rebalancing strategy to minimize rebalancing transaction costs; - Supported analytical methods include the most efficient parameter estimators, robust portfolio optimization, walk-forward portfolio optimization, benchmark tracking, the Black-Litterman model, factor models, historical portfolio simulations, and many others; - Excel-based - user-friendly, intuitive interface; - 30-day free trial available from website without annoying registration process; - Two licensing options: permanent license ($599) and 1-year subscription ($199).
VERSION HISTORY
- Version 3.0.68 posted on 2009-12-24
Windows 7 support - Version 3 posted on 2008-06-21
The Black-Litterman model; Walk-forward optimization; Import from Excel and Bloomberg Professional; Batch import; 1-click Update; Vista support
Program Details
- Category: Business > Investment Tools
- Publisher: Modern Investment Technologies Ltd
- License: Free Trial
- Price: $599.00
- Version: 3.0.68
- Platform: windows
EULA
END-USER LICENSE AGREEMENT for SmartFolio INTELLECTUAL PROPERTY SmartFolio (the "Software") as well as any corresponding copyrights or other intellectual or industrial property rights are the property of Modern Investment Technologies Ltd (the "Licensor") and are protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. RESTRICTIONS You acknowledge and agree that you shall not (a) modify or create any derivative works of the Software or documentation; (b) attempt to disable the Software by any means or in any manner; (c) attempt to decompile, disassemble, reverse engineer, or otherwise attempt to derive the source code of the Software; (d) redistribute, encumber, sell, rent, lease, sublicense, or otherwise transfer or disclose the Software to any third-party; or (e) remove or alter any trademark, logo, copyright or other proprietary notices, legends, symbols or labels in the Software. DISCLAIMER OF WARRANTY THE SOFTWARE AND RELATED DOCUMENTATION ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND. THE LICENSOR DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF DESIGN, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE. THE LICENSOR DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE OR DOCUMENTATION WILL MEET YOUR REQUIREMENTS, OR THAT THE OPERATION OF THE SOFTWARE WILL BE ERROR-FREE, COMPLETE, OR THAT DEFECTS IN THE SOFTWARE OR DOCUMENTATION WILL BE CORRECTED. LIMITATION OF LIABILITY UNDER NO CIRCUMSTANCES SHALL THE LICENSOR, NOR ANY OTHER PERSON OR ENTITY INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF THE SOFTWARE BE LIABLE FOR ANY LOST REVENUE OR PROFITS OR ANY INCIDENTAL, INDIRECT, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES THAT RESULT FROM THE USE OR INABILITY TO USE THE SOFTWARE OR RELATED PRODUCTS OR DOCUMENTATION, EVEN IF THE LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY.