InvestingToolBox
Your rating: Now say why...

0

Helps make you a more successful investor.   Demo ($25.00)
Add to my Watch List
Email me when discounted
Investing Tool Box provides a set of tools that can help make you a more successful investor. The portfolio analysis tool can analyze your existing portfolio, and estimate the portfolio's future average rate of return and rate of return volatility. These statistics can then be imported into a Monte Carlo simulator, where you can model the portfolio's performance using your existing contribution (or withdrawal) policy. If the simulation results are not satisfactory, you can use the Monte Carlo simulator to explore the effect of adjusting your contribution schedule and portfolio
What's New
Version 2.2:
  • The tool no longer ships with example objects (such as portfolios, simulations, ..). Instead, these are downloadable from within each tool.
  • Also, the software can be updated from within the tool.
Requirements
Intel/PPC, Mac OS X 10.4.9 or later

*Previously available here



MacUpdate - InvestingToolBox



    Be the first to recommend a similar software title.
InvestingToolBox User Discussion (Write a Review)
ver. 2.x:
Your rating: Now say why...
Overall:

sort: smiles | time
There are currently no reviews or comments. Write a comment or review now.

There are currently no troubleshooting comments. If you are experiencing a problem with this app, please post a comment.

There are currently no ratings. Write a comment or review now.

Downloads:583
Version Downloads:436
Type:Business : Finance
License:Demo
Date:24 Nov 2009
Platform:PPC 32 / Intel 32 / OS X
Price: $25.00
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
-
-
-
Please login or create a new
MacUpdate Member account
to use this feature
Watch Lists are available to
MacUpdate Desktop Members
Upgrade Now
Install with MacUpdate Desktop.
Save time moving files & cleaning
up space wasting archives.
Investing Tool Box provides a set of tools that can help make you a more successful investor. The portfolio analysis tool can analyze your existing portfolio, and estimate the portfolio's future average rate of return and rate of return volatility. These statistics can then be imported into a Monte Carlo simulator, where you can model the portfolio's performance using your existing contribution (or withdrawal) policy. If the simulation results are not satisfactory, you can use the Monte Carlo simulator to explore the effect of adjusting your contribution schedule and portfolio composition.

You can also pass a set of portfolios to the Monte Carlo simulator and put it into optimization mode, where it will perform multiple simulations at varying contribution or withdrawal rates in order to find the portfolio that is best for your particular goal. Alternately, you can use the Mean Variance Optimizer to create a sample of portfolios along the efficient frontier, and use these as the input to the Monte Carlo simulator's optimization process. The output of both the Monte Carlo simulator and Mean Variance Optimizer can be plotted using a built in plotting utility, which allows you to create customized plots of one or more data series. Many more features.


- -