Investment Optimization

Analyze risk, return, diversification, and allocation opportunities using real financial mathematics.

Investment Optimization is a mathematics-driven portfolio analysis platform designed for investors who want deeper insight into their investments.

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

Measure risk, return, diversification, liquidity, portfolio health, and allocation opportunities through quantitative portfolio analysis and optimization.

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

FEATURES • Portfolio optimization focused on return enhancement, risk reduction, or balanced allocation objectives • 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) • Asset and category exposure tracking • Portfolio risk and return analysis using Modern Portfolio Theory (MPT) concepts • Automated Balance Sheet, Income Statement, and Cash Flow Statement generation • 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.