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SP Portfolio Optimizer app for iPhone and iPad


4.6 ( 16 ratings )
Finance Education
Developer: swissQuant AG
Free
Current version: 1.0.4, last update: 6 years ago
First release : 31 Jan 2017
App size: 74.91 Mb

Manage structured products in a portfolio context.

The SP Portfolio Optimizer allows you to create portfolios in various currencies. You can add assets like equities, bonds, commodities and cash on an index level shown in the portfolio currency of choice. Through a download mask, you can add structured products to the SP Portfolio Optimizer. You can choose from a pool of 1000+ structured products listed on the SIX Structured Products Exchange offered by various issuers. You can define your current portfolio using the indices in the application. Once your portfolio is saved, add structured product to optimize you risk and return profile. If you have little experience with structured products, please read the frequently asked questions in the application to help you select a structured product that best fits the intention of your portfolio. The market data is provided by SIX Financial Information.

The SP Portfolio Optimizer was initiated by the Swiss Structured Products Association to increase transparency, understanding and awareness of structured products in Switzerland and throughout the world.