Investment optimization

Yield Curve Risk

This component can be used to optimise investments like the Markowitz-approach.

Investment optimization (complete)

This is an example which integrates these 5 compontents: Efficient Edge, Investmentsearch, Stock Allocation, Stresstest and Stock History.

Please refer to the documentation of the single components if you have any questions or problems.

Investmentsearch

You can use the component ``Wertpapiersuche`` to search for stocks by name, wkn (securities identification numbers) and isin. For those who are using GoogleChrome we offer search by speech. Just click the microphone icon and talk. Further browsers will be support soon.

Stock Allocation

You can use the comonent to display the allocation (%) of a stock within a portfolio along with basic stock data (wkn, isin, name).

Stresstest

You can use the component to render a stresstest (historical development) chart for an object containing security identification numbers and their shares.

Example: You have an portfolio and each contained security has a share. Give that ids with their shares to the component and you'll get the historical development for your portfolio. The chart shows the relative historical development for the given object.

Securities History

You can use the component to render the development chart of a single stock by its security identification number(currently fixed in currency EUR).

Communication

Communicationwheel

This component lets you easily get in contact with your users. It allows you to create and manage appointments for email, live chat, and face-to-face appointments. Map and direction assistance is provided for face-to-face appointments.

Psychological Riskprofiling

Anamnese


With this component, you can create a psychological profiling questionnaire. You get as result the profiling-type from the user. You can use default questions or set your own. You can change colors, icons and images of this component, too.

Durch die weitere Nutzung der Seite stimmst du der Verwendung von Cookies zu. Weitere Informationen

Die Cookie-Einstellungen auf dieser Website sind auf "Cookies zulassen" eingestellt, um das beste Surferlebnis zu ermöglichen. Wenn du diese Website ohne Änderung der Cookie-Einstellungen verwendest oder auf "Akzeptieren" klickst, erklärst du sich damit einverstanden.

Schließen