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If you are interested to receive any further information on the INVEST Portfolio Management Tools, please send an email to invest@caneval.com.
Product factsheet
 
Core
Application Functionality
  • Track and store daily price and volume information - provided by Yahoo/Databull - from 50 financial markets
  • Value and rank individual assets on the basis of historic financial statements provided by NAIC (US market) and Solidita$ (Dutch market)
  • Evaluate risk-return characteristics of individual assets and portfolios and optimize portfolio to maximize return and/or minimize risk
  • Optimize buy/sell timing on the basis of a fully automated, parameter driven, technical analysis
  • Back-track alternative investments strategies based on fundamental analysis, risk-return analysis and/or technical analysis
  • Manage portfolio transactions, evaluate portfolio historic performance against user defined market benchmark and forecast portfolio value on the basis of its risk-return characteristics
 
Unique
Features
  • Built-in parameter sets for automated buy/sell decisions based on proprietary technical analysis algorithms
  • Back-tracking analysis suggest a 2-15% out-performance of the market
 
Target
Users
  • Private investors
  • Institutional investors
  • Independent fund managers
 
System
Requirements
  • Fully-functional prototype developed in MS Excel + Visual Basics for Applications (VBA)
  • Runs under Microsoft Excel 97, 2000, 2002, XP (or higher)
  • Requires 100 MB free hard disk space, 512 MB RAM and screen resolution of 1280x1048 or higher