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Manage Clients and Portfolios
Gsphere has an embedded client management system. You can designate unlimited number of clients and multiple portfolios for each clients. For example:
- Joe Smith Actual Portfolio
- Joe Smith Recommended 1
- Joe Smith Recommended 2
Store pertinent client contact information and generate instant reports with their information. |
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Add Assets
Enter in all potential allocation candidates. Just type in the ticker symbols and Gsphere will pull the data from our comprehensive online database. Stock, Mutual Fund, ETF, Futures, Foreign Exchange, Variable Annuities are available with daily frequency. Add other investments with Excel without any data formatting hassle.
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Select and Weight Sample Periods
Portfolio modeling uses historical data to allocate for the future. Gsphere gives you more ability to ensure that your historical data is relevant. Add and weight multiple sample periods of your designation. Don't let the future surprise you, use your investment acumen to create better portfolio inputs.
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Formulate Superior Risk and Return Expectations
Gsphere's data conditioning does not stop with time series acquisition. Optimal portfolios are sensitive to the inputs. Safely, make changes to your historical results for superior risk and return expectations.
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Build Effective Model Portfolios
The Portfolio Summary table gives you a ready location to make your optimal portfolio actionable, by breaking out the number of shares to fulfill the model.
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Run Simulations on Your Portfolios
Gsphere is complete with a powerful Monte Carlo simulation engine. Select the variables you wish to simulate and simulate the model. Analyze the results with tables that shed light on allocation sensitivities, portfolio statistic measures and then visualize the results in the 4th dimension. Stable and consistent size and shape beget stable and consistent performance.
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Test, Validate and Analyze Your Models
Validate your portfolio model using Gsphere's state of the art back testing engine. Apply your model portfolio to any time period. Analyze the portfolio metrics to ensure robust performance.
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Generate Reports
Drill deeper into the portfolio using any of the 7 standard additional reports:
- Attribution Report
- Return Report
- Correlation Matrix
- Value at Risk Matrix
- Statement of Profit and Loss
- Diversification Analysis
- Asset Statistic
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Create Charts
Visualize and present your results with more charts and graphics:
- Risk and Return Chart
- VAMI chart (Historical Performance)
- Return Chart
- Return Distribution Chart
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Present Your Results
Create customized reports for your clients and prospects. You decide what reports to include and how to arrange them. Customize the look and feel of the report and print or export the results to five formats including Adobe PDF or html. |
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