Portfolio Analysis

Analyse and optimise the performance of an investor’s portfolio.

  • Analyse, build and optimise returns from a portfolio at a selected level of risk and investment time horizon.
  • Choose from 160,000 UK and offshore funds. Users are able to view past performance and see where a portfolio sits on the efficient frontier.
  • New funds can replace existing ones in the portfolio. The new portfolio can then be optimised for a selected risk level and time horizon.