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.

Return Statistics