投资组合量化优化, 基于金融工程模型,满足仓位及多、空头寸边界限制的投资组合优化计算与分析. 基于历史和用户定义参数的金融市场压力测试.投资风险量化计算及业绩评估, 股票、债券、期货、外汇、黄金、基金及投资性房产等金融产品的风险量化计算.

Finnalytics Portfolio Optimiser

万利迪思金融分析软件已获得多个美国知识产权证书:



  • 万利迪思投资组合量化优化引擎 (2015 美国) Finnalytics Portfolio Optimisation Engine
  • 万利迪思投资组合管理引擎 (2015 美国)Finnalytics Portfolio Management Engine
  • 万利迪思投资组合压力测试引擎 (2015 美国)Finnalytics Stress Test Engine

  • 请谨防假冒。
    Finnalytics Portfolio Manager
    Finnalytics Portfolio Manager
    Finnalytics Portfolio Optimisation Engine
  • Multi-Dimensional Composite-Model Engine
  • Customisable Boundary Conditions such as Long/Short and Position Size Limits
  • Quantitative Calculations Deliver Multi-Class Optimal Asset Allocation with Minimal Risk
  • Finnalytics Portfolio Optimiser
    Finnalytics Portfolio Optimiser
    Finnalytics Portfolio Management Engine
  • Firm & Fund Level Portfolio Performance Analysis
  • Liquidity Analysis
  • Portfolio Risk Exposure Analysis
  • Portfolio Multi-Level Asset Allocation Analysis
  • Fundamentals Analysis
  • Customisable Analysis Benchmarks
  • Finnalytics Portfolio Stress
    Finnalytics Portfolio Optimiser
    Finnalytics Stress Test Engine
  • Insight on Portfolios with Multi-Level Analysis in addition to Monte Carlo and Historical Tests
  • IVaR & MVaR Analysis
  • Risk Source Identification
  • Stress Tests on Underlyings
  • Customizable Stress Test Input Factors
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