Gsphere Portfolio Manager
Diagnose, repair, then propose verifiably diversified portfolios. Meet your DOL legal requirements to document and archive risk and diversification. Start now!
RECOMMENDED FOR Wealth Managers, Bank Trusts, Investment Managers, Family Offices, Hedge Funds


Risk Analysis

Diversification Analysis

Diversification Measurement

Portfolio Reports

Website Embedded Portfolio Analysis

Custom Benchmarks

Portfolios of Portfolios

Automatic Rebalancing

Automatic Stop-Loss Risk Protection

Global Security Database

Performance Analysis

Diversification Optimization

Risk Profiling

Comparison Reports

Website Embedded Portfolio Views

Export to Excel

Monte Carlo Simulation

Automatic Re-Optimization

Short Selling

Benchmark Analysis

Portfolio Visualization


Custom Branding

Portfolio Recommendations

Import Your own Assets

Automatic Monitoring


Capital Market Assumptions Engine

Risk & Return Estimation Floor

Custom Shrinkage Targets

Fixed or Rolling Samples

Risk and Return Manual Forecasting

Selectable Risk Definitions

Stop Loss Based on Standard Deviations

Fee Modeling

Threshold Constraints

Risk & Return Estimation Ceiling

Downside Diversification

Custom Sample Weighting

Risk and Return Forecast Blending

Global Stops Loss

Absolute Stop Loss

Min and Max Position Constraints

Global Constraints

Shrinkage (James / Stein Estimation)


Risk and Return Forecast Importing

Custom Hurdle Rate

Stop Loss %

Simulation / Resampling

Group Constraints

Profit & Loss Report

Risk & Return Charts

Risk Table

Allocation Chart

Asset Performance Spark Charts

Custom Disclosures

Upside & Downside Capture

Benchmark Statistics

Correlation Matrix Report

Positive Performance Chart

Diversification Dashboard

Performance Vs Benchmark

Rolling Allocation Chart

Report Customization

Alpha, Beta, R2 & Yields

Interactive Gsphere Graphics

Return Table (Calendar, Trailing or Exact Date)

Diversification Source Chart

Advanced Quantitative Data

Risk & Return Bubble Chart

Custom Glossary

Systemic Risk Measurement

Website Embedded Portfolio Analysis

Custom Branded Reports

Website Embedded Portfolio Views

Document access

Custom Branded Portal

Risk and Return Forecast Logging

Max Portfolio Positions

Custom Folders

Partial Optimization

Ticker Lookup


Saving & Retrieval of Policy Trees

Team and Prospect Sharing

Investor Questionnaire

Global Exchange Database

Exchange Traded Funds / Closed Funds

Bring Your Own Excel Data

Mutual Funds

Live Chat Support

Basic Training

Video Training

Email Support

Advanced Training

Optimization Consulting

Web Support

Priority Support


Analyze any Portfolio

Create a Proposal

Compare Portfolios

Score Portfolio Diversification

Advice and Educate Investors

Differentiate your Business

Optimize a Portfolio

Create Model Portfolios

Create a Custom Portfolio Strategy

Systematize any Strategy

Curate and Log Buy Lists

Document Your Investment Process

Backtest a Strategy

Test Portfolio Variations

Engage Investors Online

Core - Satellite Strategies