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Our Service
Individual
 

Our service is focused on empowering investors by delivering sophisticated portfolio planning, analysis and management applications that are easy to use, easy to understand, and cost effective.

Benefits to you, the Individual Investor:

  • Institutional Quality
    • Sophistication - FinPortfolio's toolset is supported by a robust financial engine that produces institutional quality results. 
    • Theoretical Grounding - FinPortfolio's toolset is grounded in Modern Portfolio Theory, and delivers results based on the concepts of diversification and risk-adjusted returns. 
    • Comprehensiveness - FinPortfolio is the only integrated set of investment planning, analysis and management applications, on or offline, to guide you through the entire investment process.
    • Unmatched Quality & Quantity of Data - No other "claimed" online quantitative portfolio management solution offers you access to the same quality and quantity of data.
  • Accessibility
    • Personalization/Interactivity - You can construct your own investment portfolios, customize portfolio-weighting constraints, and define assumptions of risk and expected return for each portfolio. Concepts and tools are always presented in the context of the your own portfolio.
    • Convenience/Ease of Use - FinPortfolio's sophisticated and powerful portfolio management tools are easy to understand, easy to use, and can be accessed anytime from anywhere, provided access to the Internet. The depth and range of FinPortfolio's User educational content, including FAQ's, glossary, demos and tutorials, make the site accessible to even the most novice investor. 
    • Cost Effectiveness - FinPortfolio's Premium and Premium "Plus" services are priced far less than comparable off-line solutions, and provide a better value than any other financial planning and investment analysis applications available on the Web today.
  • Unbiased Results
    • FinPortfolio is not a Registered Investment Advisor and we have no financial interest in your decision for or against executing the results from our applications.
    • FinPortfolio's independence from any particular financial service institution allows it to provide you with an unbiased view of your portfolios, based on your own self-defined risk/return profile.

FinPortfolio's service currently includes the following modules and features:

  • Financial Planning (FinPlan) - Highly personalized module enabling you to plan investments around a multiple goals or a single goal, such as your retirement, the funding of a child's education, the purchase of a home, or any future multi-payment or lump-sum expense.
  • Strategic Asset Allocation - Highly interactive module enabling you to determine the most appropriate mix of asset classes for your portfolio, given your risk tolerance, investment time horizon, and financial "big picture".
  • Asset Analysis - Unique tool enabling you to conduct a quick analysis of assets that you may be considering for inclusion in a portfolio.
  • Portfolio Asset Selection - Innovative quantitative asset selection tools enabling you to select specific portfolio assets based on one or a combination of quantitative and traditional criteria.
  • Portfolio Optimization (Tactical Asset Allocation) - The Internet's only real-time, interactive tool enabling you to allocate and rebalance assets to achieve optimal portfolio performance, based upon your target risk/return profile.
  • Portfolio Risk Analysis - Unique tools for measuring your portfolio's exposure to market risk (as measured by Alpha, Beta, R-Squared, Sharpe Ratio, and Value-at-Risk).
  • Portfolio Style Analysis - Tools that enable you to systematically analyze the characteristics of your portfolio to ensure that it maintains a desirable investment style.
  • Portfolio Aggregation - Enables you to import existing portfolios from other financial sites.
  • Portfolio Alerts - A highly personalized, automated system for monitoring your portfolios.

Please take a moment to register for FinPortfolio - Our Premium and Premium Plus services deliver unmatched value, and our Basic Service is free of charge.

Compare FinPortfolio's Basic and Premium Services and check out the 10 great reasons to register.

Register Now !

 

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