We developed a special portfolio management tool. With several features for better portfolio management:

Portfolio Management tool

  1. Portfolio overview with current portfolio stock prices and fundamental data.
  2. Portfolio optimizing strategies based on Markowitz Modern Portfolio Theory. Soon will add Black-Litterman Model optimizing strategy.
  3. Breakdown: you can easily check sector share of your portfolio, capitalization share and other.
  4. Portfolio tips will help you avoid common mistakes of portfolio investors, like large share of one asset in portfolio.
  5. 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.