Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.
Description
Portfolio backtesting involves the simulation of an investment strategy using past market data to evaluate how a portfolio would have historically performed, enabling an analysis of both risk and return. Utilizing tools like Portfolio Visualizer, investors can develop and compare multiple portfolio models that align with their financial objectives. This platform not only supports optimization but also helps users assess the likelihood of different investment results while gaining a clearer understanding of risk implications. Furthermore, it features Monte Carlo Simulation to forecast future portfolio performance across various scenarios. Tactical models enhance investment strategies by leveraging factors such as moving averages, momentum, market valuation, and risk management, ultimately aiming for improved risk-adjusted returns. Designed for both individual investors and institutions, Portfolio Visualizer transforms complex analyses into practical insights, making them accessible through AI-generated text and video tutorials that cater to diverse learning preferences. This ensures that users can confidently make informed decisions in their investment journeys.
API Access
Has API
API Access
Has API
Integrations
Axos Bank
Google Sheets
Microsoft Excel
MoneyGuide
RightCapital
Integrations
Axos Bank
Google Sheets
Microsoft Excel
MoneyGuide
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$30 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axos Financial
Founded
1999
Country
United States
Website
www.axos.com/invest/managed-portfolios
Vendor Details
Company Name
SRL
Founded
2024
Country
United States
Website
www.portfoliovisualizer.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management