Q: Is Portfolio going to tell
me when I should sell or buy a specific asset ?
A: No, Portfolio has not been designed to
advise when to trade shares.
It will not give you any indication based on technical analysis. A lot
of softwares have been developed in this area and they must be used
to determine the best time to enter or exit markets.
Q:What are Portfolio main features?
A: Portfolio main features are asset
ranking, portfolio construction, risk reduction,
diversification, asset correlation with indexes
and weight
optimization by asset. The Black Litterman
method and a mean variance optimizer algorithm are used to optimize the
portfolio asset allocation.
Q:Which languages is Portfolio
available in?
A:Portfolio is available in two languages: English
and French. Users have the flexibility to select
their working language.
This language can be changed during the course of a session.
Q:
What sort of data is required in order to ensure full functionality of
Portfolio?
A: Portfolio needs
access to the end of day data for
assets, share indexes and currency included in your personal data base. This
information must be presented in CSV files (Excel or text files) and is
verified and imported automatically.
Q: Is the number of assets limited?
A: The only limitation is the maximum size of your personal
data base i.e. 4 gigabytes. This represents several millions of lines
in the database.
Under certain conditions it is possible to use a larger database (SQL)
which can handle several tens of thousands of assets.
Moreover you can have several data-bases.
Q: What are the system pre-requisites?
A: Portfolio calculations are computer intensive.
For that reason, it is recommended to use a personal computer of at
least 2 GHz with 256K memory, even if the software can run on computers
whose processor speed is lower. The software runs on Windows XP or VISTA.
The other system pre-requisites (framework 2.0 or superior, SQL 2005
Express edition and DirectX) are provided within the installation package
and are automatically installed if they are not already present on your
computer. Graphics cards must be DirectX compatible (which is the case
for almost all cards). These 3 components are provided free of charge
by Microsoft and the EULA must be accepted by user during installation.
Q: What licences are required?
A: To use Portfolio
one license is required per computer, there
is no server license. Licenses covering several users,
including corporate licenses please
contact us.
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