Portfolio Management Software

Optimize Asset Allocation

Price and quantify your portfolio risks!

Create up to 5 stock & ETF portfolios

Screen from hundreds of Canadian ETFs

Optimize ETF allocation for your needs

Free to use for individual investors

Portfolio Management Software

financial software development

Free for Individual

portfolio management software

Run on Cloud

portfolio management software

Manage Portfolios


Quantify Portfolio Risk

Synertree March Report Card

Disclaimer for Investors


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.

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.

Other Features for Portfolio Management Software

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

Fund Manager

Risk Management

Price Simulations


Equity Analysis

Momentum tests

Portfolio Manager

Asset optimizations

Risk Analysis

Financial profiling

Equity Research

ETF management

Chief Investment Officer

Data-driven Modeling

Event-driven Modeling

Hedging Strategies

Risk Analytics

Model Management

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