| Features | Individual Investor | Portfolio Manager | Enterprise |
|---|---|---|---|
| Select | Select | Select |
| Relationship | Tech Vendor | Tech Vendor | Fiduciary |
| Integrations | Paid | Paid | All available |
| History Max | 5 years | Unlimited | Unlimited |
| Positions Max | 100 | 100 | Unlimited |
| Global Security Database | |||
| Backtest a Strategy | |||
| Analyze any Portfolio | |||
| Account Aggregation Our account aggregation powered by Plaid, gives investors the rapid ability to link their accounts which gives them the quintessential holistic picture. This tool supports the ability to do contextual optimization for portfolios you have discretionary authority over that might be optimized in context to held away assets, giving the investor a more optimized and more personalized solution.It also serves as a rapid Portfolio Analytics tool to give investors a true awareness of their existing diversification and performance metrics. sadly many banks and brokers seem to suppress this information. Investors want it. Get it here. | |||
| Optimize a Portfolio We think, we have the best way to weigh any portfolio. Diversification Optimization creates Diversification Weighted strategies. See why we think this is your best option : https://portfoliothinktank.com/portfolio-optimization-and-analytics-results/ We invented in and it only available here.” | |||
| Risk Analysis | |||
| Performance Analysis | |||
| Automate a Strategy Setting a strategy to automate will automatically trigger all rebalancing, re-optimizations, tax loss harvesting, hedging and stop loss or profit taking policies. While automating a portfolio strategy brings it to life; it’s best to be paired with a trading integration which makes it completely self-driving. This takes emotional, inattentive and busy humans out of the loop for routine portfolio trading operations. | |||
| Access the rules engine (Policy Tree) | |||
| Portfolio Analyzer (Standalone Workflow) | Add on | ||
| A.I Predictions | |||
| Automatic Strategy Execution | |||
| Custom Branding | |||
| Engage Investors Online | |||
| User Access Control | |||
| Investment Policy Statement (IPS) An investment policy statement outlines the rules that govern how an institution’s portfolio is to be managed. All of the top institutional investors Articulate their strategy in these documents. Everybody should have one. https://portfoliothinktank.com is pioneering the world’s first programmable investment policy statement for any investor. This is a portfolio builder on steroids and no matter what kind of investor you are, your path to a better investment strategy begins with an Investment Policy Statement. The best part is that it is not some paperweight document in your filing cabinet. The following minute after you finish articulating your personal IPS, you will have all the results, already optimized, all laid out for you nested into one of, if not the industry’s best portfolio analysis tools. Can you believe that it is free? Design yours now: https://www.gsphere.net/ips-index | |||
| Access to APIYour interface is too important to use somebody’s white labeled tool. We get it. But do not be fooled, investors need investment solutions worth paying for. Don’t have your dev team whip something together that erodes your brand equity and fails to harness the powers of A.I and then have it take 5 times longer to get it to market (don’t say we didn’t warn you) – when you can get speed, quality, time to market and world class solutions to power your app. Whether you want to roll out fiduciary advisory services or upgrade the solutions currently offered we have you covered, just like we do your investors – with fiduciary first portfolio optimization allowing you to craft your app and spend your money more efficiently. Our API tools are the same code used in our own GUI, so they are tested for maximum interoperability – something important when sixty + policies )60! Yield eight hundred and third two octillion possible outcomes – before security selection! We have done the hard work so that you can get to market fast with something that does not suck. https://api.gsphere.net/index.html Who wants to make an A.I agent? | |||
| PMS Integration |
Detailed Comparison
Accordion Title
Accordion Content
| Recursively Re-Optimize the Portfolio | |||
| Thematic Investing | |||
| Constraints | |||
| Automatic Re-Optimization | |||
| Create a Custom Portfolio Strategy | |||
| Create Model Portfolios | |||
| Profit Taking Rules | |||
| Group Constraints (Sector, Industry, Asset Class) | |||
| Equal Weighting | |||
| Dynamic Constraints | |||
| Multi-Sampling | |||
| Save, Edit and Manage Policy Trees | |||
| Capital Market Assumptions Engine | |||
| Automatic Stop-Loss Risk Protection | |||
| Monte Carlo Simulation | |||
| Diversification Optimization | |||
| Overlays | |||
| Core – Satellite Strategies | |||
| Test Portfolio Variations | |||
| Customize A.I Predictions | available | ||
| Performance Reporting | |||
| Threshold Constraints |
| Correlation Matrix Report | |||
| Return Report | |||
| Position Performance Metrics | |||
| Diversification Alpha | |||
| Allocation Cart | |||
| Risk and Return Chart | |||
| Rolling Allocation Chart | |||
| Diversification Source Chart | |||
| Objectives Evaluation | |||
| Performance Analysis | |||
| Position Performance Chart | |||
| Benchmark Analysis | |||
| Risk Analysis | |||
| Quant Data | |||
| Attribution | Coming Soon |
| Edit a Strategy and Preserve the Track Record | |||
| Pause Automation | |||
| Manually Trigger a Re-Optimization | |||
| Build a Strategy w/o Automation | |||
| Account Sync Frequency for Outside Accounts | Daily | ||
| Bank / Broker Dealer | |||
| OMS Integration | |||
| CRM Integration | |||
| Notifications | |||
| Rebalancing Integration | |||
| Risk Profiling | |||
| Export to Excel | |||
| Automatic Rebalancing | |||
| Automatic Monitoring | |||
| Custom Benchmarks | |||
| Historical Allocations | |||
| Website Embedded Portfolio Views | |||
| Portfolio Reports | |||
| Portfolios of Portfolios | |||
| Online Investor Portal | |||
| Factsheets |
| Notifications | |||
| Account Aggregation with Plaid | |||
| Portfolio Analyzer | Add On | ||
| Diversification Overlay | |||
| Portfolios of Portfolios | |||
| Fix My Portfolio | |||
| Before and After | |||
| Investment Policy Statement (IPS) | |||
| Account Opening | |||
| Multi-Portfolio View |
| Request Recommendations (Per Year) | 3 | 3 | 9 |
| Scan Portfolios for Recommendations | Coming Soon | ||
| Advisor Led Recommendations | Unlimited | ||
| Recommendation Acceptance Policies |
| Relationship | Tech Vendor | Tech Vendor | Fiduciary |
| History Max | 5 Years | Unlimited | Unlimited |
| Positions Max | 100 | 200 | Unlimited |
| Support Caddy | |||
| Set User Roles |
| Automate a Strategy | |||
| Backtest a Strategy | |||
| Document Your Investment Process | |||
| Systematize any Strategy | |||
| Score Portfolio Diversification | |||
| Compare Portfolios | |||
| Differentiate your Business | |||
| Advise and Educate Investors | |||
| Curate and Log Buy Lists | |||
| Create a Proposal | |||
| Online Transfer and Funding | |||
| Online Investor Portal | |||
| Engage Investors Online |
| Sharing | |||
| Comply with ERISA Prudence Requirements and NOCLAR Liability | |||
| Organize Strategies | |||
| Audit Logs | |||
| Provide Objectives Matching on Backtests | |||
| Custom Disclaimer | |||
| Set Disclaimer Trigger | |||
| Custom Disclosure |
| Global Security Database | |||
| Short Selling | |||
| Import Your Own Assets | |||
| Arithmetic Positions (Spread Trading / Ratios) | Coming Soon |
| Dedicated VM | |||
| OAuth with Google | |||
| SSL | |||
| Enterprise Firewalls | |||
| Daily Backups | |||
| Two Factor Authentication | |||
| API Product Key | |||
| User Access Reports |
| Give Investors Policy Tree Viewing for Full Disclosure | |||
| Set and Curate Watchlists | |||
| Define Asset Classes | |||
| Rearrange the Investment Policy Statement | |||
| Edit Elements from Investment Policy Statement | |||
| Define and Create Asset Class Templates |
| Online Support Library / Resources | |||
| Phone Support | |||
| Email Support | |||
| Case Work Support |
| Highlights | |
|---|---|
| Relationship | Tech Vendor |
| Integrations | Paid |
| History Max | 5 Years |
| Positions Max | 100 |
| Global Security Database | |
| Automate a Strategy | |
| Backtest a Strategy | |
| Analyze any Portfolio | |
| Account Aggregation | |
| Optimize a Portfolio | |
| Risk Analysis | |
| Performance Analysis | |
| Automate a Strategy | |
| Access the Policy Tree | |
| Access to Rules Engine | |
| Portfolio Analyzer | |
| A.I Predictions | |
| Automatic Strategy Execution | |
| Custom Branding | |
| Engage Investors Online | |
| Website Embedded Portfolio Analysis | |
| User Access Control | |
| Investment Policy Statement (IPS) | |
| Access to API | |
| PMS Integration | |
| Portfolio Construction | |
|---|---|
| Recursively Re-Optimize the Portfolio | |
| Thematic Investing | |
| Constraints | |
| Automatic Re-Optimization | |
| Create a Custom Portfolio Strategy | |
| Create Model Portfolios | |
| Profit Taking Rules | |
| Group Constraints (Sector, Industry, Asset Class) | |
| Equal Weighting | |
| Dynamic Constraints | |
| Multi-Sampling | |
| Save, Edit and Manage Policy Trees | |
| Capital Market Assumptions Engine | |
| Automatic Stop-Loss Risk Protection | |
| Monte Carlo Simulation | |
| Diversification Optimization | |
| Overlays | |
| Core – Satellite Strategies | |
| Test Portfolio Variations | |
| Customize A.I Predictions | |
| Performance Reporting | |
| Threshold Constraints | |
| Analytics | |
|---|---|
| Correlation Matrix Report | |
| Return Report | |
| Position Performance Metrics | |
| Diversification Alpha | |
| Allocation Cart | |
| Risk and Return Chart | |
| Rolling Allocation Chart | |
| Diversification Source Chart | |
| Objectives Evaluation | |
| Performance Analysis | |
| Position Performance Chart | |
| Benchmark Analysis | |
| Risk Analysis | |
| Quant Data | |
| Attribution | |
| Automation | |
|---|---|
| Edit a Strategy and Preserve the Track Record | |
| Pause Automation | |
| Manually Trigger a Re-Optimization | |
| Build a Strategy w/o Automation | |
| Account Sync Frequency for Outside Accounts | |
| Bank / Broker Dealer | |
| OMS Integration | |
| CRM Integration | |
| Notifications | |
| Rebalancing Integration | |
| Features | |
|---|---|
| Risk Profiling | |
| Automatic Rebalancing | |
| Automatic Monitoring | |
| Export to Excel | |
| Custom Benchmarks | |
| Website Embedded Portfolio Views | |
| Portfolio Reports | |
| Portfolios of Portfolios | |
| Online Investor Portal | |
| Factsheets | |
| Workflows | |
|---|---|
| Notifications | |
| Account Aggregation with Plaid | |
| Portfolio Analyzer | |
| Diversification Overlay | |
| Portfolios of Portfolios | |
| Fix My Portfolio | |
| Before and After | |
| Investment Policy Statement (IPS) | |
| Account Opening | |
| Multi-Portfolio View | |
| Recommendations | |
|---|---|
| Request Recommendations (Per Year) | 3 |
| Scan Portfolios for Recommendations | |
| Advisor Led Recommendations | |
| Recommendation Acceptance Policies | |
| Admin | |
|---|---|
| Relationship | Tech Vendor |
| History Max | 5 Years |
| Positions Max | 100 |
| Support Caddy | |
| Set User Roles | |
| Use Case | |
|---|---|
| Automate a Strategy | |
| Backtest a Strategy | |
| Document Your Investment Process | |
| Systematize any Strategy | |
| Score Portfolio Diversification | |
| Compare Portfolios | |
| Differentiate your Business | |
| Advise and Educate Investors | |
| Curate and Log Buy Lists | |
| Create a Proposal | |
| Online Transfer and Funding | |
| Online Investor Portal | |
| Engage Investors Online | |
| Compliance | |
|---|---|
| Sharing | |
| Comply with ERISA Prudence Requirements and NOCLAR Liability | |
| Organize Strategies | |
| Audit Logs | |
| Provide Objectives Matching on Backtests | |
| Custom Disclaimer | |
| Set Disclaimer Trigger | |
| Custom Disclosure | |
| Data | |
|---|---|
| Global Security Database | |
| Short Selling | |
| Import Your Own Assets | |
| Arithmetic Positions (Spread Trading / Ratios) | |
| Security | |
|---|---|
| Dedicated VM | |
| OAuth with Google | |
| SSL | |
| Enterprise Firewalls | |
| Daily Backups | |
| Two Factor Authentication | |
| API Product Key | |
| User Access Reports | |
| Customization | |
|---|---|
| Give Investors Policy Tree Viewing for Full Disclosure | |
| Set and Curate Watchlists | |
| Define Asset Classes | |
| Rearrange the Investment Policy Statement | |
| Edit Elements from Investment Policy Statement | |
| Define and Create Asset Class Templates | |
|
Help & Support |
|
|---|---|
| Online Support Library / Resources | |
| Phone Support | |
| Email Support | |
| Case Work Support | |
| Highlights | |
|---|---|
| Relationship | Tech Vendor |
| Integrations | Paid |
| History Max | Unlimited |
| Positions Max | 200 |
| Global Security Database | |
| Automate a Strategy | |
| Backtest a Strategy | |
| Analyze any Portfolio | |
| Account Aggregation | |
| Optimize a Portfolio | |
| Risk Analysis | |
| Performance Analysis | |
| Automate a Strategy | |
| Access the Policy Tree | |
| Access to Rules Engine | |
| Portfolio Analyzer | Add On |
| A.I Predictions | |
| Automatic Strategy Execution | |
| Custom Branding | |
| Engage Investors Online | |
| Website Embedded Portfolio Analysis | |
| User Access Control | |
| Investment Policy Statement (IPS) | |
| Access to API | |
| PMS Integration | |
| Portfolio Construction | |
|---|---|
| Recursively Re-Optimize the Portfolio | |
| Thematic Investing | |
| Constraints | |
| Automatic Re-Optimization | |
| Create a Custom Portfolio Strategy | |
| Create Model Portfolios | |
| Profit Taking Rules | |
| Group Constraints (Sector, Industry, Asset Class) | |
| Equal Weighting | |
| Dynamic Constraints | |
| Multi-Sampling | |
| Save, Edit and Manage Policy Trees | |
| Capital Market Assumptions Engine | |
| Automatic Stop-Loss Risk Protection | |
| Monte Carlo Simulation | |
| Diversification Optimization | |
| Overlays | |
| Core – Satellite Strategies | |
| Test Portfolio Variations | |
| Customize A.I Predictions | |
| Performance Reporting | |
| Threshold Constraints | |
| Analytics | |
|---|---|
| Correlation Matrix Report | |
| Return Report | |
| Position Performance Metrics | |
| Diversification Alpha | |
| Allocation Cart | |
| Risk and Return Chart | |
| Rolling Allocation Chart | |
| Diversification Source Chart | |
| Objectives Evaluation | |
| Performance Analysis | |
| Position Performance Chart | |
| Benchmark Analysis | |
| Risk Analysis | |
| Quant Data | |
| Attribution | |
| Automation | |
|---|---|
| Edit a Strategy and Preserve the Track Record | |
| Pause Automation | |
| Manually Trigger a Re-Optimization | |
| Build a Strategy w/o Automation | |
| Account Sync Frequency for Outside Accounts | |
| Bank / Broker Dealer | |
| OMS Integration | |
| CRM Integration | |
| Notifications | |
| Rebalancing Integration | |
| Features | |
|---|---|
| Risk Profiling | |
| Automatic Rebalancing | |
| Automatic Monitoring | |
| Export to Excel | |
| Custom Benchmarks | |
| Website Embedded Portfolio Views | |
| Portfolio Reports | |
| Portfolios of Portfolios | |
| Online Investor Portal | |
| Factsheets | |
| Workflows | |
|---|---|
| Notifications | |
| Account Aggregation with Plaid | |
| Portfolio Analyzer | Add On |
| Diversification Overlay | |
| Portfolios of Portfolios | |
| Fix My Portfolio | |
| Before and After | |
| Investment Policy Statement (IPS) | |
| Account Opening | |
| Multi-Portfolio View | |
| Recommendations | |
|---|---|
| Request Recommendations (Per Year) | 3 |
| Scan Portfolios for Recommendations | |
| Advisor Led Recommendations | |
| Recommendation Acceptance Policies | |
| Admin | |
|---|---|
| Relationship | Tech Vendor |
| History Max | Unlimited |
| Positions Max | 200 |
| Support Caddy | |
| Set User Roles | |
| Use Case | |
|---|---|
| Automate a Strategy | |
| Backtest a Strategy | |
| Document Your Investment Process | |
| Systematize any Strategy | |
| Score Portfolio Diversification | |
| Compare Portfolios | |
| Differentiate your Business | |
| Advise and Educate Investors | |
| Curate and Log Buy Lists | |
| Create a Proposal | |
| Online Transfer and Funding | |
| Online Investor Portal | |
| Engage Investors Online | |
| Compliance | |
|---|---|
| Sharing | |
| Comply with ERISA Prudence Requirements and NOCLAR Liability | |
| Organize Strategies | |
| Audit Logs | |
| Provide Objectives Matching on Backtests | |
| Custom Disclaimer | |
| Set Disclaimer Trigger | |
| Custom Disclosure | |
| Data | |
|---|---|
| Global Security Database | |
| Short Selling | |
| Import Your Own Assets | |
| Arithmetic Positions (Spread Trading / Ratios) | |
| Security | |
|---|---|
| Dedicated VM | |
| OAuth with Google | |
| SSL | |
| Enterprise Firewalls | |
| Daily Backups | |
| Two Factor Authentication | |
| API Product Key | |
| User Access Reports | |
| Customization | |
|---|---|
| Give Investors Policy Tree Viewing for Full Disclosure | |
| Set and Curate Watchlists | |
| Define Asset Classes | |
| Rearrange the Investment Policy Statement | |
| Edit Elements from Investment Policy Statement | |
| Define and Create Asset Class Templates | |
|
Help & Support |
|
|---|---|
| Online Support Library / Resources | |
| Phone Support | |
| Email Support | |
| Case Work Support | |
| Highlights | |
|---|---|
| Relationship | Fiduciary |
| Integrations | All available |
| History Max | Unlimited |
| Positions Max | Unlimited |
| Global Security Database | |
| Automate a Strategy | |
| Backtest a Strategy | |
| Analyze any Portfolio | |
| Account Aggregation | |
| Optimize a Portfolio | |
| Risk Analysis | |
| Performance Analysis | |
| Automate a Strategy | |
| Access the Policy Tree | |
| Access to Rules Engine | |
| Portfolio Analyzer | |
| A.I Predictions | |
| Automatic Strategy Execution | |
| Custom Branding | |
| Engage Investors Online | |
| Website Embedded Portfolio Analysis | |
| User Access Control | |
| Investment Policy Statement (IPS) | |
| Access to API | |
| PMS Integration | |
| Portfolio Construction | |
|---|---|
| Recursively Re-Optimize the Portfolio | |
| Thematic Investing | |
| Constraints | |
| Automatic Re-Optimization | |
| Create a Custom Portfolio Strategy | |
| Create Model Portfolios | |
| Profit Taking Rules | |
| Group Constraints (Sector, Industry, Asset Class) | |
| Equal Weighting | |
| Dynamic Constraints | |
| Multi-Sampling | |
| Save, Edit and Manage Policy Trees | |
| Capital Market Assumptions Engine | |
| Automatic Stop-Loss Risk Protection | |
| Monte Carlo Simulation | |
| Diversification Optimization | |
| Overlays | |
| Core – Satellite Strategies | |
| Test Portfolio Variations | |
| Customize A.I Predictions | Available |
| Performance Reporting | |
| Threshold Constraints | |
| Analytics | |
|---|---|
| Correlation Matrix Report | |
| Return Report | |
| Position Performance Metrics | |
| Diversification Alpha | |
| Allocation Cart | |
| Risk and Return Chart | |
| Rolling Allocation Chart | |
| Diversification Source Chart | |
| Objectives Evaluation | |
| Performance Analysis | |
| Position Performance Chart | |
| Benchmark Analysis | |
| Risk Analysis | |
| Quant Data | |
| Attribution | Coming Soon |
| Automation | |
|---|---|
| Edit a Strategy and Preserve the Track Record | |
| Pause Automation | |
| Manually Trigger a Re-Optimization | |
| Build a Strategy w/o Automation | |
| Account Sync Frequency for Outside Accounts | Daily |
| Bank / Broker Dealer | |
| OMS Integration | |
| CRM Integration | |
| Notifications | |
| Rebalancing Integration | |
| Features | |
|---|---|
| Risk Profiling | |
| Automatic Rebalancing | |
| Automatic Monitoring | |
| Export to Excel | |
| Custom Benchmarks | |
| Website Embedded Portfolio Views | |
| Portfolio Reports | |
| Portfolios of Portfolios | |
| Online Investor Portal | |
| Factsheets | |
| Workflows | |
|---|---|
| Notifications | |
| Account Aggregation with Plaid | |
| Portfolio Analyzer | |
| Diversification Overlay | |
| Portfolios of Portfolios | |
| Fix My Portfolio | |
| Before and After | |
| Investment Policy Statement (IPS) | |
| Account Opening | |
| Multi-Portfolio View | |
| Recommendations | |
|---|---|
| Request Recommendations (Per Year) | 9 |
| Scan Portfolios for Recommendations | Unlimited |
| Advisor Led Recommendations | Coming Soon |
| Recommendation Acceptance Policies | |
| Admin | |
|---|---|
| Relationship | Fiduciary |
| History Max | Unlimited |
| Positions Max | Unlimited |
| Support Caddy | |
| Set User Roles | |
| Use Case | |
|---|---|
| Automate a Strategy | |
| Backtest a Strategy | |
| Document Your Investment Process | |
| Systematize any Strategy | |
| Score Portfolio Diversification | |
| Compare Portfolios | |
| Differentiate your Business | |
| Advise and Educate Investors | |
| Curate and Log Buy Lists | |
| Create a Proposal | |
| Online Transfer and Funding | |
| Online Investor Portal | |
| Engage Investors Online | |
| Compliance | |
|---|---|
| Sharing | |
| Comply with ERISA Prudence Requirements and NOCLAR Liability | |
| Organize Strategies | |
| Audit Logs | |
| Provide Objectives Matching on Backtests | |
| Custom Disclaimer | |
| Set Disclaimer Trigger | |
| Custom Disclosure | |
| Data | |
|---|---|
| Global Security Database | |
| Short Selling | |
| Import Your Own Assets | |
| Arithmetic Positions (Spread Trading / Ratios) | Coming Soon |
| Security | |
|---|---|
| Dedicated VM | |
| OAuth with Google | |
| SSL | |
| Enterprise Firewalls | |
| Daily Backups | |
| Two Factor Authentication | |
| API Product Key | |
| User Access Reports | |
| Customization | |
|---|---|
| Give Investors Policy Tree Viewing for Full Disclosure | |
| Set and Curate Watchlists | |
| Define Asset Classes | |
| Rearrange the Investment Policy Statement | |
| Edit Elements from Investment Policy Statement | |
| Define and Create Asset Class Templates | |
|
Help & Support |
|
|---|---|
| Online Support Library / Resources | |
| Phone Support | |
| Email Support | |
| Case Work Support | |
Asset Allocation Software for Advisors At Portfolio ThinkTank, our commitment to diversity extends beyond portfolios. We foster a culture that proactively embraces diversity, shields our ecosystem from fear and hate, and celebrates the beauty of our differences.
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