Investment Optimization

Professional portfolio analytics powered by real mathematics, local AI intelligence, and advanced risk modeling.

Investment Optimization is a mathematics-driven portfolio analysis platform for investors who want precise quantitative insight into their holdings.

Analyze portfolios using real financial mathematics—not simplified risk scores or opaque assumptions.

Evaluate investments through quantitative frameworks including variance, correlation, liquidity, expected return, regression analysis, diversification metrics, and allocation scenario analysis.

Some features require a Pro subscription available via in-app purchase (monthly or yearly).

FEATURES

• Portfolio variance analysis with decomposition into concentration and cross-asset covariance effects
• Correlation-based diversification insights
• Beta and linear regression analysis versus benchmarks
• Liquidity analytics using price impact methodology
• Expected return analysis (nominal and real)
• Allocation scenario optimization using local portfolio analytics
• Asset and category exposure tracking
• Financial statement tracking and accounting analysis tools
• Local-first privacy architecture — your portfolio data stays on your device

PRIVACY All portfolio data is stored locally on your device for privacy and control.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html

DISCLAIMER This app is designed for informational and analytical purposes only and does not provide investment advice.