michael.pendergrass
Acronym
ALLINDEX
Product ID
Create-My-Portfolio
Logo
Description
Intuitive Direct & Bespoke Index creation technology.
Images
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Details
- CMP “Dashboard” where you can view several indices, including partner indices such as the S&P North American indices, portfolios you have created or shared with colleagues and clients. Save your favorites. View, edit and download fact sheets.
- “Create Portfolio” where you can create a portfolio in three different methodologies. Manual for creation of chosen, known constituents; non rebalanced to create a portfolio where the back test results are no rebalanced, and rebalanced.
“Compare” – see how your created portfolio compares against any portfolio/index in the CMP universe.
In MyAccount - Select dark mode/ light mode based on your viewing preference.
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Details
- Download the mobile app. Create a portfolio on the go. Same functionality as the desktop version. Portfolios created on the desktop will appear on the mobile app and vice versa.
- Perfect for showing clients when on the road. Send portfolios to them based on your suggestions.
https://apps.apple.com/in/app/createmyportfolio/id1587542039
https://play.google.com/store/apps/details?id=com.portfolioprod.app
Features
Intuitive Direct & Bespoke Index creation technology:
- Build your desired portfolio / index easily
- Highly scalable: greater than 250k simultaneous back tests
- Portfolio Optimization
- Smart Beta: your and/or 3rd-party risk models
Vendors
Management Style
Schwab Products
Section