Modern Portfolio
Contains ads
3.8star
18 reviews
1K+
Downloads
Everyone
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About this app
Optimize stock portfolios using modern portfolio theory's efficient frontier.
The Modern Portfolio app gives users the power of modern portfolio theory at their fingertips. This app allows users to best match their risk and return thresholds with traditional investment vehicles such as stocks. Users can add any number of tickers that range from foreign, domestic, stocks, etfs and more. Further, users can set the scope and frequency of daily pricing data used within the model. This dynamic modeling environment optimizes portfolio's risk and return makeup unlike any other because of its speed and flexibility. Modern Portfolio offers users the ability to pre-set allocations of tickers. Results are displayed on an interactive graph giving users the power to choose what they want to see.
Modern portfolio theory is used by finance professionals as a measure to maximize a portfolio's expected return while minimizing its risk. This Nobel winning concept was developed in the 1950s by Harry Markowitz. Markowitz's theory explains that an investor may reduce risk in a portfolio by holding combinations of instruments that are not perfectly correlated. Therefore, a diversified portfolio reduces portfolio risk.
Every combination of assets within the portfolio are plotted by risk and expected return. The plotted graph displays a left-shaped parabola called the efficient frontier. The efficient frontier represents the outer most possible portfolios risk and return optimization. Investors can use these portfolios to optimize their risk and return expectations with a given set of publically traded stocks.
The Modern Portfolio app gives users the power of modern portfolio theory at their fingertips. This app allows users to best match their risk and return thresholds with traditional investment vehicles such as stocks. Users can add any number of tickers that range from foreign, domestic, stocks, etfs and more. Further, users can set the scope and frequency of daily pricing data used within the model. This dynamic modeling environment optimizes portfolio's risk and return makeup unlike any other because of its speed and flexibility. Modern Portfolio offers users the ability to pre-set allocations of tickers. Results are displayed on an interactive graph giving users the power to choose what they want to see.
Modern portfolio theory is used by finance professionals as a measure to maximize a portfolio's expected return while minimizing its risk. This Nobel winning concept was developed in the 1950s by Harry Markowitz. Markowitz's theory explains that an investor may reduce risk in a portfolio by holding combinations of instruments that are not perfectly correlated. Therefore, a diversified portfolio reduces portfolio risk.
Every combination of assets within the portfolio are plotted by risk and expected return. The plotted graph displays a left-shaped parabola called the efficient frontier. The efficient frontier represents the outer most possible portfolios risk and return optimization. Investors can use these portfolios to optimize their risk and return expectations with a given set of publically traded stocks.
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3.8
18 reviews
A Google user
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July 3, 2019
Well, I'd like to give a full review, but I can't run the optimizer on my Samsung Note 8. I can add tickers, but when I click the triangle to run the optimization, I get the error: "You don't have permission to access /mobile/mpt.control.php on this server."
1 person found this review helpful
Newton Analytics
July 10, 2019
I'm sorry Mark and thank you for the feedback. I was able to reproduce and I sourced and corrected the issue. Firewall rule didn't like when 4 or more consecutive blanks are submitted on the Lock Allocation fields. I really appreciate you raising it to my attention! Please try again and let me know what you think. All the best -Daniel
Adv. Atul Agarawal
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May 3, 2020
Seems it's is meant for old android version, Can you update the app, so it can work on Latest Android.
A Google user
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December 31, 2019
Thanks for the clarification it will be of great help.Can you elaborate on frequency and period.Why monthly periods limited to 12
Newton Analytics
December 28, 2019
All stock markets are included based on yahoo (https://help.yahoo.com/kb/SLN2310.html). For BS/NS markets, add ".NS" or ".BS" to the ticker relative to the market the company is traded in. For example, Indian company "20MICRONS" would be added to a portfolio as "20MICRONS.NS". Thank you for your interest in the app!
What's new
Bug fix: crashed when ticker had constraints (now fixed!)
