JM Software has developed Portfolio, a software based on modern portfolio theory which has been designed to help assets and wealth managers to construct balanced portfolios in accordance with their clients objectives.

Portfolio will not tell you when buy or sell stocks but will provide you with tools to over-perform financial markets on the long run.

Nowadays, financial markets are correlated worldwide.

Because of worldwide markets correlation, diversification has taken more and more importance in wealth management and asset allocation. Portfolio enables users to visualize the level of performance and the level of diversification of portfolios.

The visualization of a portfolio in 3 dimensions highlights non-efficient assets and diversification level.

Construct profitable and efficient portfolios
Boost profitability, reduce risk, minimize drawdown
Calculate Cornish-Fisher value-at-risk (VaR)
Measure and optimize diversification.

Optimize asset allocation
Rank funds managers performance
Measure funds efficiency

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Portfolio theory