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.
+ Fixed a bug in CVar calculations
Ratings and Reviews
Intelligent tool which provides insights into how portfolios behave when investing in structured investment products
Helped me understand better the risk associated to these complex financial products in an entertaining way.
I really like the idea of being able to consider Struckis in a portfolio context, haven't seen something similar anywhere else. It's easy to use and it is a bit rough, I like the idea and can see myself using it.
Up to six family members will be able to use this app with Family Sharing enabled.