Data Management Features
Robust and flexible functions
Capture historical asset prices, load and save portfolio positions, asset groups and investment limits using different file formats and sources. Use automatically calculated asset statistics or introduce your own assumptions.
Access different data repositories
This chart shows all possible data sources and destinations that can be accessed using OptiFolio.
Edit model assumptions
Easily introduce your own assumptions for expected asset returns, correlations, variances and covariances, or use the automatically calculated statistics.