Macroaxis Portfolio Optimization
To optimize your existing cash position follow 3 simple steps:
1. Assemble or Import your portfolio.
You can either import your existing portfolios in Excel or cvs format or simply create a brand new portfolio that mimics or simulates your existing holdings. We will automatically update your holding with fresh historical and market data
2. Select Optimization Module and specify your input parameters including cash treatment. (i.e. select how much cash you want to transfer into equity). Run the Optimization Module.
After you have or your portfolio ready, simply run Optimization Model of our built-in analytical modules to compute a relative score for your existing holdings and to present you with details regarding your estimated risk level and expected returns.
3. View the results and run the model again with different inputs if the results do not meat your objectives.
When you finally satisfied with your new asset allocation, simply export your entire portfolio back to excel file and use it with your designated brokerage. You can always come back for utilizing other modules of Macroaxis Wealth Management Platform
For more information visit http://www.macroaxis.com
For addition details follow this blog entry:
http://blog.macroaxis.com/
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