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 to buy or sell stocks but will provide you with tools to over-perform financial markets over the long term.

Nowadays, financial markets are correlated worldwide.

Because of worldwide markets correlation, diversification has become increasingly important 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 fund manager performance
Measure fund efficiency

Download trial version

Watch video

Portfolio theory

Portfolio construction and diversification (PDF)

Measuring and reducing risk (PDF)