SmartFolio 是一款功能极其强大的资产配置软件，面向所有类型的定量投资者和投资专业人士。简单直观，它包含基于投资组合理论的最新成就的卓越投资组合优化技术： - 根据您的投资目标、价格历史和主观市场观点，找到最合适的资产配置; - 从不同角度分析投资组合风险：波动性、风险价值、目标缺口概率; - 选择最充分的投资组合再平衡策略，以尽量减少再平衡交易成本; - 支持的分析方法包括最有效的参数估计器、稳健的投资组合优化、前瞻性投资组合优化、基准跟踪、Black-Litterman 模型、因子模型、历史投资组合模拟和许多其他方法; - 基于 Excel - 用户友好，直观的界面; - 30天免费试用可从网站没有恼人的注册过程; - 两种许可选项：永久许可证（599美元）和1年认购（199美元）。
版本历史记录
- 版本 3.0.68 发布于 2009-12-24
Windows 7 支持 - 版本 3 发布于 2008-06-21
黑莱特曼模型;向前走优化;从 Excel 和彭博专业导入;批量导入;一键更新;Vista 支持
软件信息
- 软件分类： 业务 > 投资工具
- 发布者： Modern Investment Technologies Ltd
- 许可： 免费试用
- 价格： $599.00
- 版本： 3.0.68
- 适用平台： windows
终端用户许可协议
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.