Alpholio™ is an online service developed by Envarix Systems Inc., a company based in Rockville, MD.
We are Democratizing Investments℠ with a unique perspective on the performance of actively-managed mutual funds and investment portfolios. The invention at the heart of Alpholio™ is protected by the U.S. Patent Number 8,554,656.
This app provides the following services:
- Dynamic calculation of RealAlpha™ for mutual funds using two variants of our patented methodology (fixed and variable ETF weights in the reference portfolio)
- Portfolio performance analysis
- Rolling return comparisons
- Efficient frontier calculation
- Correlation between security returns
- Total return charts
- Security look-up.
All communication between the app and our cloud servers is secured by standard web protocols.
Visit us at Alpholio.com. You can learn more about the origins, methodology and other aspects of Alpholio™ in the FAQ. You can also find plenty of links to current reference articles in Resources. Finally, enjoy timely posts in our Blog.