Visualize the hypothetical performance of a portfolio
Portfolio modeling and comparing to benchmarks is now available with unprecedented ease and quickness.
Chart Model Portfolios against economic indicators or interest rates to show how macro developments affect your investment strategy.
Track and manage model-based strategies
Model-based investment strategies are often used to meet clients’ investing needs based on risk tolerance, age, net worth, or a number of other factors. The Model Portfolios tool allows you to scale the production, visualization, and evaluation of your model strategies to better communicate with current clients and win prospects’ business.
Expand Portfolio Modeling with our Desktop App
Download our windows desktop app to dive go deeper into your models.
- Compare and blend multiple models
- Leverage positions with custom margin rates
- Momentum Modeling
- Hedging optimizers
Model the impact of new investment ideas
Explore new investment ideas and strategies through concrete analysis. When an industry catches your eye or you hear of a new opportunity, Model Portfolios can be used to validate and monitor that idea without financial risk or substantial time commitment.