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Allocator AgentC8 Index Technologies (EU) LimitedPortfolio construction and risk analytics for investment teams: target weights under drawdown, turnover and band constraints, scenario co... Publisher keywords · listing portfolio construction asset allocation risk parity drawdown backtest Show in context → 1 more matching sources Publisher full description …s from C8's market data - or give it your own return or NAV series, and it computes what the target allocation should be under the constraints you set: per-asset bounds, asset-class bands, a maximum drawdown limit (conditional drawdown at risk, 99%), a turnover cap from your current weights, and a minimum or maximum number of holdings. What you can do: -… Show in context →	FinanceVersion 1.0.2	View details →
QuantumFiraFira Software LtdAnalyse stock and ETF portfolios with classical Markowitz mean-variance and QAOA quantum optimisation on Amazon Braket, measured out-of-s... Publisher keywords · listing …rtfolio optimization QAOA QUBO Markowitz mean-variance optimization efficient frontier Sharpe ratio asset allocation diversification Amazon Braket Show in context → 1 more matching sources Publisher full description …drawdown and the most correlated pairs. For quantum portfolio optimisation, it writes the choice of assets as a QUBO, samples it with QAOA on the Amazon Braket SV1 quantum circuit simulator, weights the best valid selection classically and compares it with the classical portfolio on the same data, i… Show in context →	FinanceVersion 1.0.0	View details →
Codon ValuationCodon Valuation Advisors LLCIndicative US 409A and UK EMI share value estimates for private companies, calculated from cap table and financial inputs, plus the docum... Publisher capabilities · listing …dinary share value, with AMV and UMV context Show the valuation method, assumptions and share class allocation behind each estimate Explain the documents and process for a formal 409A or EMI valuation Show in context → 1 more matching sources Publisher full description …a roll-forward of an older round blended with a revenue multiple, a sector revenue multiple, or an asset-based range for pre-revenue companies. Value is allocated across share classes with a Black-Scholes option pricing model, then a discount for lack of marketability is applied using the Finnerty… Show in context →	FinanceVersion 1.0.0	View details →
NetWorthTrackrNetWorthTrackrAsk about your net worth, accounts, history and holdings in plain language, and record balances by asking. No bank login. Publisher capabilities · listing …in any of 31 currencies Accounts and latest balances Net worth history over time Currency exposure Allocation by category Portfolio holdings and gains Record a balance Create, update and archive accounts Add and update holdings Show in context → 1 more matching sources Publisher full description …Ask "what is my net worth in dollars?", "how much did it change since January?", "what share of my assets is in rupees?" or "which holding has gained the most?" and get answers from your real figures, converted to the currency you want. It can also make changes when you ask: record today's balances… Show in context →	FinanceVersion 0.5.0	View details →
ParqetParqet Fintech GmbH Publisher full description Parqet helps users inspect portfolio values, holdings, performance, dividends, allocations, and transaction history from their connected Parqet account. Users can also create portfolios and holdings and record confirmed transactions as activities. Recording an activity only updates portfolio-tracking data; Parqet never places orders, executes trades, transfers assets, or moves money. Parqet does not provide standalone live market-price lookup or investment recommendations. Show in context → 1 more matching sources Publisher capabilities · listing Portfolio overview and performance Holdings and allocation Transactions and dividends Create portfolios, holdings, and activities Show in context →	FinanceVersion 5.0.1	View details →
AnalyzeraAnalyzera AB Publisher full description …ctor, industry, theme, ESG and factor tilts such as valuation, momentum and profitability, or multi-asset allocations with a risk level and weight caps. Screen and weight a strategy before you save it, backtest it on historical data, and edit or delete it later. Analyse your own money too. Paste a portfol… Show in context →	FinanceVersion 1.0.0	View details →
Antevo WealthVestAI LTD Publisher full description …ntevo Wealth account and ask about your own book in plain language: net worth across accounts, real assets and liabilities; positions, allocation and concentration; today's brief for your household; risk, drift and stress results; credit, goals and your calendar. For example: "Where am I most concentrated, by holding, sector and curr… Show in context →	FinanceVersion 1.2.0	View details →
Foliyo PMS DataFoliyo Publisher full description …e scheme's own benchmark and the gap against it; read fees, minimum investment and estimated sector allocation where available; and rank the top performers by return for the latest month. Returns are net of fees and annualised beyond one year, per SEBI reporting. Holdings and asset mix are not disclosed by PMS schemes, and sector weights, where shown, are AI-estimated and labelled. Factual PMS performance information, not investment advice. Show in context →	FinanceVersion 1.0.0	View details →
İyi Gelirİyi Gelir Bilgi Teknolojileri A.Ş. Publisher full description …e, Sharpe ratio and other risk metrics, compare up to five funds side by side, read price history, asset allocation and top holdings, find funds that hold a given stock, list similar funds, read the latest fund news, browse main categories and category performance, see trending funds, and screen funds by… Show in context →	FinanceVersion 1.0.0	View details →
KuberaKubera Apps, Inc. Publisher description …portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What stands out in my balance… Show in context →	FinanceVersion 2.1.0	View details →
PortfolioIQLayer 3 Labs Publisher description …n technology. Run unlimited projections across stocks, bonds, crypto, real estate, and more. Adjust asset allocation, time horizon, and contributions to see portfolio forecasts within confidence intervals. Show in context →	FinanceVersion 1.0.0	View details →
Testfoliotestfolio Publisher description …igible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data pe… Show in context →	FinanceVersion 1.0.0	View details →
wlthyWestend Consulting LTD Publisher description …countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf. Show in context →	FinanceVersion 1.0.0	View details →