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What is Hoadley Portfolio Optimizer?

The optional functionality for downloading and analyzing data is crafted to effortlessly retrieve historical prices for stocks, funds, and indices from Yahoo Finance, supporting a variety of exchanges, or it can utilize data from an external spreadsheet for an in-depth portfolio evaluation. It calculates vital risk metrics such as volatility, categorized into active risk, residual risk, and market risk, while also providing Beta and R-Squared values for both specific securities and the overall portfolio, in addition to the chosen index. Moreover, users have the ability to visualize historical trends concerning the volatilities, betas, and prices of individual assets, as well as examine correlation trends between pairs of assets, which offers valuable insights into their stability across different time frames. This graphical representation not only enhances the understanding of portfolio dynamics but also empowers users to make more informed investment decisions based on their findings. Ultimately, these tools facilitate a deeper comprehension of market behavior and risk assessment.

What is Abrigo?

Our Advisory Services team is composed of seasoned professionals, including former C-suite executives from the banking sector, specialists in credit and risk, accountants, bank examiners, and BSA officers. With firsthand experience in similar roles, we are well-equipped to tackle the unique challenges your institution may encounter. Whether your priorities lie in managing portfolio risks, ensuring CECL compliance, addressing BSA/AML concerns, preventing fraud, or optimizing Asset/Liability management and deposit pricing, our knowledgeable team is committed to providing support in these vital areas. Working together, we can guide your institution towards enhanced profitability and sustainable growth. By collaborating with us, you gain a partner ready to help you navigate the intricate financial environment and achieve your organizational goals.

Media

Media

Integrations Supported

Integrations Supported

BAM+
Encapture

API Availability

API Availability

Pricing Information

$129 one-time payment

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Hoadley Trading & Investment Tools

Company Website

www.hoadley.net/options/develtoolsoptimize.htm

Company Facts

Organization Name

Abrigo

Date Founded

1998

Company Location

United States

Company Website

www.abrigo.com

Categories and Features

Financial Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks

Categories and Features

Check Fraud

Not specified

Commercial Loan

Not specified

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