ALife-PortfolioManager helps users select securities and mutual funds that match their investment objectives. It provides a wide range of functionality that includes asset allocation, screening of stocks and mutual funds, news management, an alert system and real time optimization of portfolios. Using fast computational algorithms, risk and return data is visualized in real time in an easy to understand format.
Banks and financial institutions can use ALife-PortfolioManager to provide their clients with an integrated platform to evaluate equities and mutual funds. Relationship managers can use the application to compose and analyze portfolios for their clients. For use by self-directed investors, the tool can be installed on the websites of online brokerages and banks. Existing portfolio advisory systems that use banks' proprietary models (such as performance expectations, risk models and portfolio mixes) can be directly incorporated into the tool, and can benefit from the fast and intuitive interface.
ALife-PortfolioManager has a customizable interface. The system queries the user and suggests optimal asset allocations and portfolio mixes. Risk and return information based on historical and expected performance, and associated metrics can be visualized in real time.
The ALife portfolio smart bot gathers and filters information, eliminating the mundane task of having to manually search through documents. Using automatic document analysis tools, the bot filters the large volume of Internet-based information and provides the user with documents that are of like interest. The content of the user's portfolio is used as a guide for this filtering process. Ashton, the PortfolioManager bot, helps users by educating them about financial terminology, alerting them to news and specific events related to their investments, and by providing general program help. In future versions, Ashton will analyze and discuss performance of portfolios, and identify investment opportunities for users.
ALife-PortfolioManager is implemented in Java and is compatible with a wide range of platforms and operating systems.