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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Investortools offers valuable insights into identifying and quantifying the various sources and factors contributing to a portfolio’s overall return. Delve into the mathematics that underpin these calculations while discovering how the Custom Index Manager (CIM) can assist in elucidating your portfolios' performance. Factor-based attribution breaks down returns by utilizing independent systematic factors such as income effects, yield curve shifts, and spread impacts. In contrast, allocation attribution focuses on the excess return—calculated as the difference between the portfolio's total return and the index's total return—resulting from strategic allocation choices and variances within each category. Additionally, simulated performance delivers an in-depth (Bottom-Up) analysis of Total Return, enhancing your understanding of investment outcomes. This comprehensive approach equips investors with the necessary tools to make informed decisions and optimize their portfolio strategies effectively.

Description

Introducing MinusX, a Chrome extension designed to streamline the operation of your analytics applications, providing the quickest method to derive insights from your data. With the ability to interoperate with MinusX, users can easily adjust or enhance their existing notebooks. Simply select a specific area, pose inquiries, or request modifications to your data. MinusX is compatible with popular analytics platforms such as Jupyter Notebooks, Metabase, Tableau, and more, allowing you to generate analyses and share outcomes with your team in real-time. Our advanced privacy settings ensure that any data shared is utilized solely for improving the accuracy of our models, with a strict policy against sharing your data with external parties. The seamless integration of MinusX into your existing tools means you can remain within your current workflow while addressing questions. Actionable tasks are prioritized as first-class entities, enabling MinusX to select the most appropriate action based on context. Presently, we support models like Claude Sonnet 3.5, GPT-4o, and GPT-4o mini, and we are actively developing a feature that will allow you to incorporate your own models for even greater customization. This adaptability ensures that MinusX can cater to a wide range of analytical needs and preferences.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Claude Sonnet 3.5
Claude Sonnet 3.7
GPT-4o
GPT-4o mini
Google Chrome
Google Colab
Google Sheets
Grafana Cloud
Jupyter Notebook
Metabase
Tableau

Integrations

Claude Sonnet 3.5
Claude Sonnet 3.7
GPT-4o
GPT-4o mini
Google Chrome
Google Colab
Google Sheets
Grafana Cloud
Jupyter Notebook
Metabase
Tableau

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Investortools

Founded

1983

Country

United States

Website

www.invtools.com

Vendor Details

Company Name

MinusX

Website

minusx.ai/

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Data Science

Access Control
Advanced Modeling
Audit Logs
Data Discovery
Data Ingestion
Data Preparation
Data Visualization
Model Deployment
Reports

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