• Make
    better
    investment
    decisions
  • Strategic Portfolio Optimization
    NEXT-GENERATION SOFTWARE FOR
    Next-Generation Software for
    Strategic Portfolio Optimization
    Modern Portfolio Theory and Conditional Value-at-Risk
    Portfolio Optimization Software
    Modern Portfolio Theory and Conditional Value-at-Risk
    Constraints
    Positions
    Global optimization
    Position and turnover constraints
    Interactive efficient frontier
    Monte Carlo simulation and more
  • CAPTURE DATA
    From standard files or the web
    OptiFolio Slide 1
    OptiFolio Slide 2
  • PREPARE THE ANALYSIS
    Examine returns, change assumptions, fit to distributions, create portfolios
    OptiFolio Slide 2
    OptiFolio Slide 2
    OptiFolio Slide 3
  • GROUPS, LIMITS
    Enter or import as many as needed
    OptiFolio Slide 3
    OptiFolio Slide 3
  • OPTIMIZE
    Explore all feasible portfolios, navigate through the efficient frontier
    OptiFolio Slide 4
    OptiFolio Slide 4

The most advanced interactive portfolio optimization software available. Constrained global optimization using the Nobel-awarded MP Theory and CVaR.

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OptiFolio is the best portfolio optimization solution for mutual funds pension funds private banks insurance companies investment advisors business schools individual investors

Forget about the limits imposed by spreadsheet optimizers or the complexity and operational risk related to mathematical packages. OptiFolio is a specialized solution developed by investment experts.

Data Capture Data capture
Data Analysis Data analysis
Expert Assumptions Expert assumptions
  • Optimum strategies
  • Optimum strategies
  • Optimum strategies
Optimum strategies