We developed a special portfolio management tool. With several features for better portfolio management:
- Portfolio overview with current portfolio stock prices and fundamental data.
- Portfolio optimizing strategies based on Markowitz Modern Portfolio Theory. Soon will add Black-Litterman Model optimizing strategy.
- Breakdown: you can easily check sector share of your portfolio, capitalization share and other.
- Portfolio tips will help you avoid common mistakes of portfolio investors, like large share of one asset in portfolio.
- Stock recommendations based on correlation these stocks with your portfolio.
All of these useful features is hard to implement in Excel and many of them not available even in high-level brokerage accounts.