PortfolioMetrics Description

PortfolioMetrics is an online tool designed to assist users in assessing and enhancing their investment strategies. By entering a few simple parameters, you can project historical portfolio performance, benchmark it against various standards, and conduct comprehensive simulations such as Monte Carlo analyses. This platform serves a diverse audience including individual investors, financial professionals, and content creators, providing essential resources to analyze risk and performance, refine asset allocation, and generate shareable insights. Users can benefit from features such as:

- Backtesting historical data drawn from actual market conditions
- Comparative analysis of different strategies and benchmarks
- Calculation of vital metrics like compound annual growth rate (CAGR), drawdowns, and Sharpe ratio
- Advanced simulation tools, including Monte Carlo methods
- Options for exporting data in formats like PDF and CSV, alongside public sharing capabilities

In essence, PortfolioMetrics empowers its users to make informed investment decisions by leveraging robust analytical tools.

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Free Version:
Yes

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Company Details

Company:
PortfolioMetrics
Year Founded:
2023
Headquarters:
Czech Republic
Website:
portfoliometrics.net

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

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