Optimize Your Investments with AlternativeSoft's Portfolio Management

Analyze. Manage. Succeed.

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What is Portfolio Management?

In today’s fast-paced financial markets, effective portfolio management is key to achieving your investment goals. AlternativeSoft's Portfolio Management capabilities provide you with the tools to calculate portfolio returns and manage risk, ensuring optimal performance and strategic growth.

Why Choose AlternativeSoft?

Precision and Accuracy

Utilize advanced algorithms and accurate data to calculate returns and manage risks with precision.

Comprehensive Analysis

Benefit from in-depth portfolio analysis that covers all aspects of performance and risk management.

Strategic Investment Management

Enhance your investment strategy with tools designed to optimize returns and manage risk effectively.


Accurate Portfolio Return Calculations

  • Detailed Performance Metrics: Accurately calculate portfolio returns using advanced performance metrics to understand the true value of your investments.
  • Historical Performance Analysis: Analyze historical returns to identify trends and inform future investment decisions.
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Comprehensive Risk Management

  • Risk Assessment Tools: Assess and quantify risk exposure to safeguard your portfolio against market volatility.
  • Diversification Analysis: Evaluate and enhance portfolio diversification to minimize risk and maximize returns.
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Advanced Analytics

  • Scenario Analysis: Conduct scenario analysis to predict how different market conditions could impact your portfolio.
  • Stress Testing: Perform stress tests to evaluate the resilience of your portfolio under extreme market conditions.
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Real-Time Data and Insights

  • Up-to-Date Information: Access real-time data to make timely and informed investment decisions.
  • Instant Alerts: Receive instant alerts on significant changes in portfolio performance or risk factors.
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User-Friendly Interface

  • Intuitive Design: Navigate complex data with ease using a user-friendly interface designed for investment professionals.
  • Customizable Dashboards: Create customizable dashboards to focus on the metrics that matter most to you.
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Seamless Integration

  • API Compatibility: Integrate seamlessly with your existing systems and data sources for a streamlined workflow.
  • Data Import/Export: Easily import and export data to and from various formats and platforms.
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Transform Your Portfolio Management

Empower your investment decisions with AlternativeSoft’s cutting-edge Portfolio Management capabilities. Calculate returns accurately, manage risk comprehensively, and achieve superior investment outcomes.

Funds Database

The most comprehensive funds' aggregator on the market.

Funds Search

Screen your database, categorise & find alpha.

Peer Group

Benchmark a fund against thousands of peers.

Style Analysis

Calculate sensitivity to factors & manager skill.

Portfolio Management

Calculate portfolio returns attribution buy & sell funds.

Portfolio Construction

Build portfolios and measure their current risks.

API & PowerBI Connector

Add a more deep dive analysis into your existing dashboards, and your existing reports.

Allocators Due Diligence Process

Define due diligence workflows and evaluate manager performance while integrating manager data collection.

Hedge Funds Due Diligence

Complete RFPs, RFIs, and questionnaires to one easy-to-access platform.

Explore Our Knowledge Center

Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.

Featured Content

Investment Due Diligence with AlternativeSoft

Explore our Investment Due Diligence brochure to learn about our rigorous methodologies and how we can help you make well-informed investment decisions.

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Case Study

Swiss Family Office Case Study

Discover how our tailored solutions helped a Swiss Family Office achieve their financial goals and gain a competitive advantage in today's complex investment landscape.

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Applied Research

By AlternativeSoft A Stress Test Analysis: What are the Most Resilient Hedge Funds Strategies?

Although the federal reserve has not yet announced a recession, the U.S. economy has slowed significantly in terms of the rate of real GDP growth compared to the previous year.

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Try AlternativeSoft Today

Experience the power of advanced portfolio management. Contact us for a demo and discover how AlternativeSoft can elevate your investment strategy.