Investment Optimization

Investment Optimization is a universal asset portfolio analysis tool built for investors who want precise, mathematics-driven insight into their holdings.

Analyze your portfolio using core financial principles including variance, correlation, liquidity, and expected return - without relying on simplified risk scores or assumptions.

Some features require a Pro subscription available via in-app purchase (monthly or yearly).

FEATURES

• Portfolio variance analysis with decomposition into concentration and cross-asset effects
• Correlation-based diversification insights
• Beta and linear regression analysis versus benchmarks
• Liquidity metrics using price impact methodology
• Expected return analysis (nominal and real)
• Asset and category exposure tracking

All portfolio data is stored locally on your device for full privacy.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html

This app is designed for informational and analytical purposes only and does not provide investment advice.