Audience
Independent financial advisors interested in a solution to analyze, optimize, and present client portfolios with professional-grade insights
About PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.
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MarketsMojo
Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.
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Pricing
Starting Price:
$7.99 per month
Integrations
API:
Yes, PortfoliosLab offers API access
No integrations listed.
Company Information
PortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com
Videos and Screen Captures
Other Useful Business Software
Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
PortfoliosLab Frequently Asked Questions
Q: What kinds of users and organization types does PortfoliosLab work with?
PortfoliosLab works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does PortfoliosLab support in their product?
PortfoliosLab supports these languages: English.
Q: What kind of support options does PortfoliosLab offer?
PortfoliosLab offers support via online.
Q: Does PortfoliosLab have an API?
Yes, PortfoliosLab has an API.
Q: What type of training does PortfoliosLab provide?
PortfoliosLab provides training in the form of documentation.
Q: How much does PortfoliosLab cost?
Pricing for PortfoliosLab starts at $7.99 per month.
