Advisor License (trial) The single Analyst License is for one institutional investment practitioner such as financial analytics, money manager, or investment advisor. A single Analyst License allows money managers to run analytics on behalf of clients at no additional license fee for a period of one year. As a financial advisor you will be able to pitch your service and present your performance to investors from Macroaxis community. The single license includes access to all of the following:  Portfolio Optimization  Efficient Frontier  Correlation Analysis  Portfolio Analysis  Risk Analytics  Stock and ETF Browser  Mutual Fund Explorer  Industry Browser  Portfolio Rebalancing  Performance comparison Select this license if your are:   A registered Financial Adviser or professional money manager   Would like to increase visibility to potential investors   Want to better disseminate performance of your portfolios   Would like to benchmark your performance against others   Wish to optimize and rebalance clients' positions using MPT

Investor License (trial) The single Investor License is for one private investor. This license allows private investors to run analytics on a limited number of individual portfolios at no additional cost. As an individual investor you will be able to view performance of local money mangers and be able to contact them if they meet your risk-return profile. A single Investor License includes access to all of the following:  Portfolio Optimization  Efficient Frontier  Correlation Analysis  Portfolio Analysis  Risk Analytics  Stock and ETF Browser  Mutual Fund Explorer  Industry Browser  Portfolio Rebalancing  Performance comparison Select this license if your are:   A private investor of any level   Would like to monitor the performance of your portfolios   Want to increase your portfolio risk adjusted return   Would like to optimize your portfolios on an ongoing basis   Would like to benchmark your performance against others

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References

Modern Portfolio Theory From Wikipedia, the free encyclopedia Learn About Modern Portfolio Theory (MPT)
Markowitz, Harry M. (1952). Portfolio Selection, Journal of Finance, 7 (1)
Sharpe, William F. (1964). Capital asset prices: A theory of market equilibrium under conditions of risk, Journal of Finance, 19(3)
Lintner, J. (1965). The Valuation of Risk Assets and the Selection of Risky Investments in Stock Portfolios and Capital Budgets, The Review of Economics and Statistics, 47 (1), 13-39
Burmeister E and Wall KD., The arbitrage pricing theory and macroeconomic factor measures, The Financial Review, 21:1-20, 1986
Chen, N.F, and Ingersoll, E., Exact pricing in linear factor models with finitely many assets: A note, Journal of Finance June 1983
Fama, E. and French, K. (1992). The Cross-Section of Expected Stock Returns, Journal of Finance, June 1992, 427-466
Black, F., Jensen, M., and Scholes, M. The Capital Asset Pricing Model: Some Empirical Tests, in M. Jensen ed., Studies in the Theory of Capital Markets. (1972)
French, C. W. (2003). "The Treynor Capital Asset Pricing Model", Journal of Investment Management, 1 (2), 60-72
Lintner, J. (1965). The valuation of risk assets and the selection of risky investments in stock portfolios and capital budgets, Review of Economics and Statistics, 47 (1), 13-37
Markowitz, Harry M. (1999). The early history of portfolio theory: 1600-1960, Financial Analysts Journal, 55 (4)
Tobin, James (1958). Liquidity preference as behavior towards risk, The Review of Economic Studies, 25 Treynor, J. L. (1961). "Market Value, Time, and Risk." Unpublished manuscript.
Treynor, J. L. (1962). "Toward a Theory of Market Value of Risky Assets." Unpublished manuscript.

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