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HOW TO USE THE PORTFOLIO-CALCULATOR:

Step 1 Select the time range for the calculated portfolio (between 01.03.2000 and 11.04.2006). " Select time range FROM:" defines the moment of Portfolio Start, " Select time range TO:" sets the time until the Portfolio price would be monitored. Both of these dates should be in the time interval between 01.03.2000 and 11.04.2006. Clicking on the items in the window "Available Investments" will show the price developement of the corresponding item between 01.03.2000 and the "Select time range FROM:": this information is used as input for the automatized investment strategies (like "Markowitz Portfolio" or "HMMPCA Portfolio") as well as for you own manually chosen strategy. No information on price developement after the "Select time range FROM:" is apriory available for none of the used algorithms, this information becomes available after the initialization of the chosen types of Portfolios and influences the overall price developement of the investement.

Step 2 Set options (transaction costs in percent, percent ratios for manually set items, risk value for automated portfolio strategies)

Step 3 Press "Start Calculation" button to calculate and visualize the portfolio-performance.


ShowCalcResults

Results for this session: (Click here to update)





PortfolioManager


Step 1 Select time range to calculate portfolio for:

Select time range FROM:

Click Here to Pick up the date


 Select time range TO:

Click Here to Pick up the date

Available Investments (click on name to show chart):

     History of selected investment



Please select a company in the listbox.


Step 2 Set Calculation Options


Cost of a transaction: (in percent, between 0-1 -> 0.05 = 5%)