Future Analyzer

Future Analyzer is technology at service of Wealth Management, powered by Portfolyou.

It's an integrated analysis of financial assets, in order to help investors develop, optimize, and evaluate their investment portfolio from a quantitative point of view, using only computational finance tools.
We are focused on the digital transformation of the wealth management industry based on three key elements: optimization, visualization and customization.

Make a rigorous and impartial analysis and evaluate the performance of your portfolio. How?

We'll walk you step-by-step:

1. Service subscription, investor information gathering: After collecting all the information from the investor, we move on to quantitative analysis, centered on computational finance.
2. Backtesting: The first step is the backtest, which aims to highlight the portfolio's behavior, starting from a certain point in time.
3. Optimization: Based on models centered on Mean-Variance-Optimization, Risk-parity and Return Style Analysis.
4. Simulation: The analysis evolves to Monte-Carlo Simulations in order to have a better idea of ​​the risk and future scenarios.
   For the qualitative and customized analysis, we offer the Investment Consulting service in partnership with Banco Invest.
5. Video conference report and meeting: at the end of the analysis, we issue a Future Analyzer report, containing detailed information and meaning of each test and simulation, an analysis of the current portfolio costs. Also, we schedule of a 60 minute video call meeting to present the report.

Analyze your portfolio

Additional information:

One-shot service for 450€:

• ETF / Fund or benchmarks, weights in percent that must total 100%;
• Intended time horizon;
• Annual savings estimated in percent of the total portfolio value;
• Availability for meeting: between the 5th and the 10th business day after service payment.

Simulation and reporting service at a cost of €450 per year:

• Optimization and simulation of the portfolio according to the data provided;
• Portfolio performance monitoring and evaluation;
• Rebalancing;
• 3 meetings per year: 1st meeting with analysis of optimization and simulation; 2nd meeting in the middle of the year with half-yearly report and 3rd meeting at the end of the year with annual report.

Portfolio Performance Monitoring and Evaluation Service at a cost of €250 per year:

• One-off/one-shot service; 
• Delivery of an annual report evaluating the portfolio's performance; 
• One meeting with the annual report.

Disclaimer: The Future Analyzer service is not a provision of customized financial advice or recommendation, nor a customized analysis according to the risk profile and preferences of the investor. We use available market data, algorithms, computational finance and financial theory to present an unbiased, rational and optimized portfolio analysis.