Judge any portfolio analysis software on six tests before you buy. AlternativeSoft, used by 150+ institutions and voted Best Risk Management Software by Hedgeweek four years running, is built to pass all six.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
The best portfolio analysis software for an institutional investor covers every asset class it holds, measures risk consistently across all of them, shows combined exposure through the underlying funds, tests the portfolio against scenarios, and turns the result into a report the committee can use. AlternativeSoft does each of these for multi-manager portfolios across hedge funds, mutual funds and private markets.
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Use these to compare any platform, including ours.
Hedge funds, mutual funds, ETFs and private equity in one portfolio, not a separate tool for each.
4,000+ risk-adjusted statistics, including Sharpe, Sortino, Omega, Calmar, drawdown and value at risk, calculated the same way for every fund.
Look-through across the underlying funds, aggregated by strategy, region and asset class.
Historical and hypothetical stress tests and Monte Carlo simulation on the actual portfolio.
Style and factor analysis, and performance attribution by manager, strategy and factor.
White-labelled reports and fact sheets in PDF and Excel, scheduled or on demand.
Many portfolio analysis tools are built for advisers and private investors holding stocks and ETFs. AlternativeSoft is built for institutions that allocate to external managers, where the analysis has to work through funds, across asset classes and in front of a committee.
Ask for the demo to run on your holdings, not a sample. We do this as standard.
Confirm every fund you hold is found, including private market funds.
See the result on your real exposure, by fund and in total.
Look at the committee report the platform produces from the same data.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Asset classes | Separate tools for liquid and private funds | One portfolio across hedge funds, mutual funds and private equity |
| Risk measures | A handful, calculated differently by each analyst | 4,000+ statistics calculated consistently |
| Exposure | Added up by hand | Look-through across every underlying fund |
| Stress tests | Simple what-if sums | Historical and hypothetical scenarios, Monte Carlo |
| Reporting | Charts pasted into documents | White-labelled reports in PDF and Excel |
The best choice is the one that covers every asset class you hold, measures risk consistently, shows look-through exposure, runs stress tests and produces committee reports. AlternativeSoft is built to do all five for multi-manager portfolios.
Adviser tools analyse stocks, bonds and ETFs for individual clients. Institutional software analyses funds and managers, works across hedge funds and private markets, and reports to a committee.
Yes. Demos run on your own holdings, and a 14 day free trial follows the demo.
Yes. You can import holdings and returns from Excel or through data feeds. The platform also links to Bloomberg, Refinitiv, eVestment, Preqin, Morningstar, HFR, Pitchbook, Albourne and WithIntelligence.
Yes. A 14 day free trial is available after a demo, with onboarding support from our team.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.