8 Portfolio Analytics Tools Revolutionizing Capital Markets
capitalmarketsciooutlook

8 Portfolio Analytics Tools Revolutionizing Capital Markets

By Capital Markets CIO Outlook | Monday, September 16, 2019

With advanced analytical developments, the latest portfolio analytics tools are creating a buzz in capital markets.            

FREMONT, CA: In recent years, technology has supported the capital markets industry by developing optimized solutions and managing projects or business portfolios. The new age innovative solutions offer all-around portfolio analytics, which includes performance reports and data detailing return on investment and associated risks. The solutions' ability to access precise business information and run complete analysis helps the professionals to minimize risks and maximize returns. Today, startups are coming up with several portfolio analytics tools to provide crucial information about the financial health of the companies and help the organizations to synchronize with vision, mission, and objectives.   

1. Mint

Mint offers investment and portfolio analytics tools for beginners in the investment market. It provides various tips and advises for both the active and passive investors to manage their money, save, spend, budget, and track through the online portal. The web-based software links to the user accounts and analyzes the financial picture quickly. The portal efficiently tracks different financial accounts, including credit, banking, investment, and retirement.

2. Quicken Premier 2019

Quicken, a financial management tool helps the users to view and analyze their investment portfolios. The money management system runs and reports a complete analysis of capital gains, rate of return, performance versus the market, investment transactions, cost basis, tax reports, and more. The advanced financial tool performs overall diversification and tracks portfolio characteristic with the capabilities to robust income, expense, budgeting, and manage money. The comprehensive portfolio management portal synchronizes with savings, debt, and investment accounts to handle budgeting, debt tracking, and provides cash management software.

3. SigFig

The robotic portfolio analyzer, SigFig offers free portfolio tracking and asset management. The robot-driven investing platform helps to analyze, monitor, and improve any portfolio, automatically balances and diversifies investments, reduces risks and minimizes fees. SigFig works as an intermediary between retail investors and advisors to offer the top position of the investment portfolio. The automated tool uses investor data to optimize the portfolio in minutes, connect to any investment account, diagnose common problems, and offer unbiased and personal recommendations to manage risks while improving return and lowering the fees. The portfolio tracker reports through weekly email summary, latest portfolio news, and a snapshot of portfolio performance.      

4. FutureAdvisor

FutureAdvisor offers free personal investment analytics to build diversified and tax-efficient investment portfolios. The platform offers low fee exchange-traded funds in their portfolios with the customer risk profile. It also re-balances the portfolio when necessary, while providing features such as accessing licensed financial advisors and service specialist, and tax-loss harvesting. It frames a portfolio dashboard with detailed reports for past performance, trades, and holdings. The robot advisory firm manages the customer’s existing investment accounts by automatically monitoring, re-balancing, and managing tax for existing investments. The automated robo-advisor investment platform uses its owned funds to achieve the desired asset allocation and maintains certain investment positions in the portfolio.

See also:Top Portfolio Analytics Companies for Capital market

5. Personal Capital

Personal Capital, the portfolio analytics platform, offers loads of features through mobile and computer application. The personalized dashboard synchronizes with the bank and credit card statements, and investment accounts, which avail an all-around view of the user's investment performance along with some useful market details. The advanced tool helps to analyze the cash flow, including both income and expenses, calculate the net worth, check on and analyze the performance of investments, and review the asset allocation.

6. FeeX

FeeX enables critical platforms to solve financial outcomes for both financial professionals and end clients. The platform analyzes user portfolio and calculates funds with lower cost. FeeX brings transparency to investments and fees. The application merges with all the financial accounts of the user while offering sets of recommendations. It analyzes investment data, tax efficiency, and shows potential savings of the customer portfolio. The offered platform to capture and convert leads by leveraging a fully customizable fee analytics platform. It highlights unique insights of the proprietary funds, plan level fees, and more. The ability to integrate seamlessly boosts the control over portfolio management processes.

7. DIY.FUND

Based on modern portfolio theory, DIY.FUND combines the uncorrelated assets to generate the highest returns possible at the present level of risk. The application values all the portfolio needs and measures the key risk metrics while optimizing and adjusting the return of risk. DIY.FUND calculates the investment risk and manages the profile performance to commensurate with it. The innovative solution effectively reduces the portfolio risks and sets goals and target for further investment.

8. Portfolio Visualizer

The online portfolio analytics, Portfolio Visualizer offers tools for backtesting tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlation, and efficient frontiers. The platform provides backtesting, factor analysis, asset analytics, portfolio optimization, timing models, and other necessary measures. The backtesting process efficiently compares past and realized returns and risk characteristics against the various portfolio. The tool runs regression analysis for individual assets or a collection to analyze returns against market, size, value, and momentum factors.

The implementing of portfolio analytics tools allows investors to collect insights into a different account and their activities under one platform. Advanced portfolio analytics tools help the investors to make data-driven decisions and manage the portfolio more efficiently. The technical analysis of the portfolio achieves the need for diversification in the global market. With the advantage of full control and access to the insights, portfolio managers explore top investment-worthy opportunities.

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