Portfolios and Buylists

The MacroRisk Analytics powerful suite of tools allows effective management of Portfolios, Buylists, and Benchmark lists. This provides the foundation for managing clients’ portfolios and performing rebalancing or portfolio optimizations.

Quickly create an essentially unlimited number of portfolios or buylists.

Saved Portfolios

Categories and Tags allow you to easily categorize your data by client, household, risk level, or any other custom categories you come up with. Quickly import your clients’ holdings from a spreadsheet and begin running reports or optimizing the portfolios immediately.

Edit Portfolios

MacroRisk Analytics provides a wealth of reports to help you understand the impact the economy has on your clients’ assets. Included are numerous individual asset, portfolio, analysis, and comparison reports.