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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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