Understand what drives your portfolio’s risk and return. AlternativeSoft is a portfolio analytics platform for investors in hedge funds, mutual funds and private markets.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Portfolio analytics software measures how a portfolio has performed, how much risk it carries and where that risk and return come from. AlternativeSoft provides portfolio risk analytics, factor analysis, attribution and stress testing for multi-manager portfolios, backed by a database of 500,000+ funds.
One portfolio analytics platform in place of separate tools for risk, attribution and reporting.
Volatility, drawdown, modified value at risk and downside measures for the portfolio and each holding.
See how much each manager and strategy contributed to return and to risk.
Decompose returns into factor exposures to see what the portfolio is really exposed to.
Check each fund’s investment style and how it has changed over time.
Find concentrations and test whether your diversification holds in stressed markets.
Sharpe, Sortino, Omega and Calmar ratios, calculated consistently across every fund.
Why did the portfolio lag? Where is the risk? What happens if we replace this manager? AlternativeSoft is designed to answer those questions in minutes, with analysis that can be shown on screen or exported.
Import holdings from Excel or data feeds and match them to the fund database.
Calculate risk, attribution and factor exposure for any period.
Stress the portfolio and model changes to weights or managers.
Export reports and fact sheets for committees and clients.
The platform calculates 4,000+ risk-adjusted statistics, including Sharpe, Sortino, Omega and Calmar ratios, maximum drawdown and modified value at risk.
Yes. Performance and risk can be attributed to managers, strategies and factors, so you can see what drove a result.
Yes. Wealth managers use the platform to analyse portfolios and produce branded client reports and fund fact sheets.
Both views are available. Returns-based statistics and factor analysis are complemented by look-through and exposure analysis of the holdings.
Yes. With AlternativeSoft MCP, assistants such as Claude, ChatGPT and Microsoft Copilot can run portfolio analysis in plain English on your own data.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.