Portfolio Builder Pro Software

Name: Portfolio Builder Pro Software
Brand: Invest Wisely
SKU: PBP-003
Price: 199.99 USD
Availability: InStock

$199.99

86 reviews

Advanced portfolio analysis and optimization tool with asset allocation recommendations. Build and manage a professional investment portfolio with the same tools used by financial advisors.

Software Highlights

Modern portfolio theory optimization engine
Automatic asset allocation recommendations
Risk analysis and stress testing
Performance tracking and tax reporting
Cloud sync across devices (desktop, tablet, mobile)

Quantity

Format: Software Download + Web App

Compatibility: Windows, macOS, iOS, Android

Last Updated: December 2023

SKU: PBP-003

Software Description

Portfolio Builder Pro is a comprehensive investment portfolio management tool designed for individual investors who want to take control of their investments with institutional-grade analytics. Whether you're managing a retirement account, brokerage portfolio, or multiple investment accounts, this software provides the sophisticated tools you need to optimize performance and manage risk.

Built on the principles of modern portfolio theory and enhanced with the latest financial modeling techniques, Portfolio Builder Pro helps you construct efficient portfolios that maximize returns for your chosen level of risk. The intuitive interface makes complex portfolio management accessible to investors of all experience levels.

Key Benefits

Optimized Asset Allocation - Receive personalized asset allocation recommendations based on your risk tolerance, time horizon, and financial goals
Risk Management - Analyze portfolio risk factors, identify concentration risks, and run stress tests to see how your portfolio might perform in different market scenarios
Performance Tracking - Monitor your investment performance against relevant benchmarks with detailed analytics and visualizations
Tax Efficiency - Identify tax-loss harvesting opportunities and optimize your portfolio for after-tax returns
Investment Planning - Project future portfolio values based on different contribution scenarios and market assumptions

What's Included

Your purchase includes:

Portfolio Builder Pro desktop software (Windows and macOS compatible)
Web application with mobile-responsive design
Native mobile apps for iOS and Android
Cloud synchronization across all your devices
Access to premium financial data feeds
Comprehensive user manual and video tutorials
Free updates for 12 months
Priority email support

Our 60-Day Satisfaction Guarantee

We're confident that Portfolio Builder Pro will transform how you manage your investments. If for any reason you're not completely satisfied, simply contact us within 60 days of purchase for a full refund—no questions asked.

Detailed Features

Portfolio Analysis

Multi-asset class analysis (stocks, bonds, ETFs, mutual funds, alternatives)
Risk factor decomposition (market, size, value, momentum, etc.)
Correlation matrix and diversification metrics
Style analysis and drift monitoring
Historical performance analysis with custom date ranges
Benchmark comparison with multiple indices
Risk-adjusted return metrics (Sharpe, Sortino, Treynor ratios)

Portfolio Optimization

Mean-variance optimization engine
Efficient frontier calculation and visualization
Risk parity portfolio construction
Maximum diversification optimization
Minimum volatility portfolio modeling
Custom constraint settings (sector limits, turnover restrictions, etc.)
Rebalancing recommendations with custom thresholds

Risk Management

Value at Risk (VaR) calculation with multiple methodologies
Monte Carlo simulation for retirement planning
Stress testing with historical scenarios
Drawdown analysis and recovery statistics
Volatility forecasting using GARCH models
Tail risk exposure analysis
Portfolio insurance strategy implementation

Investment Planning

Goal-based investment planning
Retirement income projections
Monte Carlo simulations with custom parameters
Portfolio contribution and withdrawal modeling
Tax-efficient withdrawal strategy optimization
Required rate of return calculator
Life event scenario planning

Tax Management

Tax-loss harvesting opportunity identification
Tax lot optimization and management
After-tax return calculations
Tax-efficient investment placement recommendations
Capital gains projections and tax impact analysis
Tax reporting with exportable forms

Data Management

Automatic portfolio import from major brokerages
Real-time security pricing
Historical data with adjustments for corporate actions
Fundamental data for stocks and funds
Economic indicators and market data
Custom data import/export capabilities
CSV and Excel compatibility

Reporting

Customizable dashboard with key metrics
Performance reporting with multiple methodologies
PDF report generation for client presentations
Interactive charts and visualizations
Scheduled report delivery via email
White-label capabilities for advisors

Technical Specifications

System Requirements

Desktop Application

Windows: Windows 10 or later, 4GB RAM (8GB recommended), 1GB free disk space
macOS: macOS 10.15 (Catalina) or later, 4GB RAM (8GB recommended), 1GB free disk space
Display: 1280 x 800 screen resolution or higher
Internet: Broadband connection required for data synchronization and updates

Mobile Applications

iOS: iOS 14.0 or later, compatible with iPhone, iPad, and iPod touch
Android: Android 8.0 or later, 2GB RAM minimum

Web Application

Browsers: Chrome 80+, Firefox 76+, Safari 13+, Edge 80+
Internet: Broadband connection required

Data Security

256-bit AES encryption for all stored data
TLS 1.3 for all data transmission
Two-factor authentication support
Regular security audits and penetration testing
SOC 2 Type II compliant data centers
Optional local-only mode with no cloud storage

Data Integration

Supported Brokerages for Automatic Import:

Vanguard, Fidelity, Charles Schwab, TD Ameritrade
E*TRADE, Interactive Brokers, Robinhood
Merrill Lynch, Morgan Stanley, UBS
Plus 50+ additional institutions

Import/Export Formats:

CSV, Excel (XLSX), QIF, OFX
PDF (export only)
API access for advanced users

Updates and Support

Free software updates for 12 months
Data feed updates included in subscription
Priority email support with 24-hour response time
Comprehensive knowledge base and video tutorials
Monthly webinars on software features and investment topics

User Reviews

4.7

Based on 86 reviews

Thomas M.

November 28, 2023

As someone who manages multiple investment accounts across different brokerages, Portfolio Builder Pro has been a game-changer. The automatic import feature works flawlessly, and the optimization engine helped me reduce portfolio volatility by 18% while maintaining similar returns. The tax-loss harvesting feature alone saved me over $3,000 in taxes last year.

Jennifer L.

October 14, 2023

I was hesitant about the price at first, but Portfolio Builder Pro has been worth every penny. The retirement planning features helped me realize I was significantly off-track with my current strategy. After implementing the software's recommendations, my projected retirement income increased by 27%. The interface is intuitive, and I love being able to access my portfolio from any device.

Robert S.

September 2, 2023

I'm a financial advisor, and I've been using Portfolio Builder Pro with my clients for the past six months. The white-label reporting feature is excellent for client presentations, and the optimization tools have helped me deliver better risk-adjusted returns. My only suggestion would be to add more advanced fixed income analytics, but the development team has mentioned this is coming in a future update.