Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Claude Sonnet 3.5
No
Claude Sonnet 3.7
No
GPT-4o
No
GPT-4o mini
No
Google Chrome
No
Google Colab
No
Google Sheets
No
Grafana Cloud
No
Jupyter Notebook
No
Metabase
No
Integrations
Claude Sonnet 3.5
Yes
Claude Sonnet 3.7
Yes
GPT-4o
Yes
GPT-4o mini
Yes
Google Chrome
Yes
Google Colab
Yes
Google Sheets
Yes
Grafana Cloud
Yes
Jupyter Notebook
Yes
Metabase
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No
Product Features
Data Science
Access Control
No
Advanced Modeling
No
Audit Logs
No
Data Discovery
No
Data Ingestion
No
Data Preparation
No
Data Visualization
No
Model Deployment
No
Reports
No