MacroRisk Analytics is proud to bring you our key portfolio risk tools in a "work-flow" format.
This easy to use, easy to explain, toolkit helps find investments, construct portfolios, and show how they relate to client risk tolerance.
Using popular preset options, find investments that reflect your outlook on the economy.
Optimization
How much to invest in each asset? Find portfolio weights with the optimizer choosing from our most popular portfolio methods.
Risk Tolerance
Featuring the unique Risk Tolerance Correspondence Score, analyze your client's portfolio including individual holdings. See how portfolio changes impact portfolio statistics and risk. (This can help FINRA2111 documentation.)
Handouts & Documentation
Create informative PDF reports for presentations, discussions, and documentation.
Users can cut and paste a portfolio from other software or enter one online.
Using our patent-protected Risk Tolerance Correspondence Score, analyze your client's portfolio including individual holdings. See how portfolio changes impact portfolio statistics and risk. (This can help FINRA2111 documentation.)
Create informative PDF reports for presentations, discussions, and documentation.
Rebalance a portfolio using one of our optimization algorithms to allow equal weighting, reducing economic exposure, and/or increasing Sharpe ratio.
Use one of several preset screen conditions and your own "economic tilting" to find investments that reflect your client's risk profile and your outlook on the economy.
Optimize the screen results to create a portfolio using equal weighting, reduced economic exposure, or increased Sharpe ratio.