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Average Ratings 0 Ratings
Description
The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth.
Description
Portfolio Probe creates random portfolios that can significantly enhance your fund management strategies. These portfolios serve as a representation from a larger pool that adheres to specific constraints, which are fundamental to their effectiveness. The versatility of random portfolios allows for various applications in finance. In essence, portfolio optimization involves utilizing forecasts regarding the asset universe to identify the most advantageous trade to execute. It's worth noting that "portfolio optimization" is somewhat misleading, as the focus is on optimizing the trade itself rather than the portfolio. Furthermore, utility-free optimization aims to identify the trade that aligns most closely with an ideal target portfolio while remaining compliant with the established constraints, thus ensuring strategic alignment in asset management. By leveraging these methods, fund managers can make informed decisions that contribute to their overall investment success.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Navexa
Founded
2017
Country
Australia
Website
www.navexa.io
Vendor Details
Company Name
Burns Statistics
Country
United Kingdom
Website
www.burns-stat.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management