PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Optimizer is a software platform and is built to help investors understand potential investment risks based on historical data. Investors should always understand that past performance is not an indicator of future results.
Optimizer should not be relied upon as a substitute for extensive independent market research before making your actual trading decisions. Stock data and analysis data or any other content is subject to change at any time without notice.
No Investment Advice Disclaimer
Any data, research, analyses, prices, or other information contained on any websites operating under the Synertree.io or Synertree.ca or Pricerisks.com domains and subdomains are provided as general market information for educational and entertainment purposes only, and do not constitute investment advice.
Synertree CMS Inc. will not accept liability for any loss or damage, including without limitation any loss of profit, which may arise directly or indirectly from use of or reliance on such information.
We do not recommend the use of data analysis as a sole means of trading decisions. We do not recommend making uninformed trading decisions.
Portfolio Management Software Development
Quant Based Portfolio Management Solutions for the Professionals
Optimize asset allocation
Set up asset allocation rules and keep the portfolio running as you intended. Reblance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk adjusted return metrics.
Minimize fixed costs
Lower your infrastructure cost to — Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more powers.
Manage risks with data
Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard.
Engage with visual results
Our capital management software are built with your clients in mind. We combine data and behavioural science to generate quality inputs and meaningful insights for your clients’ financial goals. Focus on client engagement and let the automated system guides the discovery process.
Integrate familiar technologies
Use your data to enrich your portfolio management practice. Works with Factset, Microsoft Excel and CSV, Interactive Brokers. Analyze your past performances and draw down risks. Build, test, and optimize trading strategies based on different technical rules.
Generate signals and act
Visualize how a trade could affect the portfolio risk quantum — before you make the trade. With data science, you can preview risks using historical data, allowing you to better manage your compulsions and respond to risks orderly and systematically. Market is always unpredictable; your actions don’t have to be.
Data Analytics & Visualization Data plotting with Java scripts, Python lib, and Excel Multi-level vectorization for super fast simulations Task and schedule automation Python Scikit-learn and Numpy for data analytics and machine learning
Quantitative Finance Functional and non functional programming Structured arrays for asset allocation Financial time series modeling and regression analysis Parallel computing and the Monte Carlo Algorithm Constrained optimizations
Security Data Management Historical EOD data for North American ETFs and Stocks Fundamental data for stocks Cloud-based interface built by Django Security data management with Postgres database Generate and export stock data in CSV
Portfolio Management Software for the Professionals
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