SmartFolio 是一款功能極其強大的資產配置軟體，面向所有類型的定量投資者和投資專業人士。簡單直觀，它包含基於投資組合理論的最新成就的卓越投資組合優化技術： - 根據您的投資目標、價格歷史和主觀市場觀點，找到最合適的資產配置; - 從不同角度分析投資組合風險：波動性、風險價值、目標缺口概率; - 選擇最充分的投資組合再平衡策略，以盡量減少再平衡交易成本; - 支援的分析方法包括最有效的參數估計器、穩健的投資組合優化、前瞻性投資組合優化、基準跟蹤、Black-Litterman 模型、因數模型、歷史投資組合類比和許多其他方法; - 基於 Excel - 使用者友好，直覺的介面; - 30天免費試用可從網站沒有惱人的註冊過程; - 兩種許可選項：永久許可證（599美元）和1年認購（199美元）。
版本歷史記錄
- 版本 3.0.68 發佈於 2009-12-24
Windows 7 支援 - 版本 3 發佈於 2008-06-21
黑萊特曼模型;向前走優化;從 Excel 和彭博專業導入;批量導入;一鍵更新;Vista 支援
軟體細節
- 軟體分類： 業務 > 投資工具
- 發佈者： Modern Investment Technologies Ltd
- 軟體性質： 免費試用
- 價格： $599.00
- 版本： 3.0.68
- 作業系統： windows
終端使用者許可協定
END-USER LICENSE AGREEMENT for SmartFolio INTELLECTUAL PROPERTY SmartFolio (the "Software") as well as any corresponding copyrights or other intellectual or industrial property rights are the property of Modern Investment Technologies Ltd (the "Licensor") and are protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. RESTRICTIONS You acknowledge and agree that you shall not (a) modify or create any derivative works of the Software or documentation; (b) attempt to disable the Software by any means or in any manner; (c) attempt to decompile, disassemble, reverse engineer, or otherwise attempt to derive the source code of the Software; (d) redistribute, encumber, sell, rent, lease, sublicense, or otherwise transfer or disclose the Software to any third-party; or (e) remove or alter any trademark, logo, copyright or other proprietary notices, legends, symbols or labels in the Software. DISCLAIMER OF WARRANTY THE SOFTWARE AND RELATED DOCUMENTATION ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND. THE LICENSOR DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF DESIGN, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE. THE LICENSOR DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE OR DOCUMENTATION WILL MEET YOUR REQUIREMENTS, OR THAT THE OPERATION OF THE SOFTWARE WILL BE ERROR-FREE, COMPLETE, OR THAT DEFECTS IN THE SOFTWARE OR DOCUMENTATION WILL BE CORRECTED. LIMITATION OF LIABILITY UNDER NO CIRCUMSTANCES SHALL THE LICENSOR, NOR ANY OTHER PERSON OR ENTITY INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF THE SOFTWARE BE LIABLE FOR ANY LOST REVENUE OR PROFITS OR ANY INCIDENTAL, INDIRECT, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES THAT RESULT FROM THE USE OR INABILITY TO USE THE SOFTWARE OR RELATED PRODUCTS OR DOCUMENTATION, EVEN IF THE LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY.