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Computerized Investing > August 18, 2012


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by CI Staff

SmartFolio is a sophisticated asset allocation program that individual investors and professionals alike will find helpful when diversifying, optimizing and managing a portfolio. Diversification is essential to any portfolio, but it can get quite complicated, which makes programs such as SmartFolio a valuable tool.

Since we last covered SmartFolio in the Second Quarter 2010 Computerized Investing product update, there have been some improvements to the program worth mentioning. SmartFolio 3.0 introduced the Black-Litterman model for parameter estimation, fully automatic walk-forward optimization, batch importing from Yahoo! Finance and text files, automatic data updating and more. Another important, though often overlooked, feature is that any bugs in the program are fixed quickly and the software is compatible with the latest technology. For instance, when Yahoo! Finance and Yahoo! change or update the websites, which is quite common, the program is also updated quickly, so users don’t receive inaccurate information. Moreover, the program now also works with Windows Vista, Windows 7 and Microsoft Office 2010. For those who have an older version of SmartFolio, the upgrade to 3.0 is completely free.

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