Tuning Portfolio

Tuning Portfolio version 2.0, developed by MasXLs, falls under the Business category with a specific focus on Project Management. This powerful tool is designed to enhance decision-making processes in investment management, catering to a wide audience including investors, investment advisors, asset managers, and individuals new to the investment landscape. The software supports portfolio optimization in the traditional Markowitz sense and extends capabilities to include optimization using higher moments such as skewness.

With Tuning Portfolio, users can evaluate assets using approximately 14 different measures of investment efficiency, such as the Jensen Ratio, Sharpe Ratio, and beta, providing a comprehensive analysis toolkit. This versatility makes it an excellent resource not only for practical investment applications but also for scientific research and academic purposes.

The latest version, 2.0, offers improvements over the previous version (1.0), maintaining the tradition of excellence that MasXLs is known for. Interested users can readily download the program. It's noteworthy that the download is free, providing great value for those looking to delve into portfolio theory or enhance their current investment strategies.

Pros:

• Comprehensive analysis with 14 investment efficiency measures
• Supports advanced portfolio optimization using higher moments
• Useful for both practical and academic purposes
• Free to download

Cons:

• May have a learning curve for beginners due to advanced features
• Requires familiarity with investment theories for effective use

You may want to check out more software, such as PDF Portfolio Extractor Wizard, PDF Portfolio Extractor and Remover tool or Portfolio Optimization, which might be similar to Tuning Portfolio.