OptiFolio Editions and Pricing

All licenses include all available updates during the term of the license.
Academic institutions are eligible for discounted classroom licenses.
To request a quote for use in a university or institutional investor, please contact us.
Licenses are not upgradable to higher editions. Prices are quoted in US Dollars.

Academic
(Per semester)$39

Buy license
  • Up to 25 assets per portfolio
  • Up to 7 investment constraints
  • Read data from MS Excel or delimited files
  • Import asset prices from the web
  • Apply MPT (Markowitz) optimization
  • Apply Conditional VaR optimization
  • Impose maximum turnover constraints
  • Estimate portfolio back-testing
  • Establish total risk and return constraints
  • Forecast prices using Monte-Carlo simulation
  • Consider risk factors (FX, Interest rates, etc.)
  • Help: Documentation and KB
  • For students or professors only

Professional
(Per year)$899

Buy license
  • Up to 100 assets per portfolio
  • Up to 100 investment constraints
  • Read data from MS Excel or delimited files
  • Import asset prices from the web
  • Apply MPT (Markowitz) optimization
  • Apply Conditional VaR optimization
  • Impose maximum turnover constraints
  • Estimate portfolio back-testing
  • Establish total risk and return constraints
  • Forecast prices using Monte-Carlo simulation
  • Consider risk factors (FX, Interest rates, etc.)
  • Electronic and telephone customer support
  • For investment consultants and personal fund managers

Institutional
(Per year)Quote

Contact us
  • Unlimited assets per portfolio
  • Unlimited investment constraints
  • Read data from MS Excel or delimited files
  • Import asset prices from the web
  • Apply MPT (Markowitz) optimization
  • Apply Conditional VaR optimization
  • Impose maximum turnover constraints
  • Estimate portfolio back-testing
  • Establish total risk and return constraints
  • Forecast prices using Monte-Carlo simulation
  • Consider risk factors (FX, Interest rates, etc.)
  • Electronic and telephone customer support with SLA
  • For banks, pension funds and large fund managers