Portfolio Probe logo

Portfolio Probe

0(0 reviews)
Software Status:Active

About Portfolio Probe

Portfolio Probe is a financial analysis software from Burns Statistics that assists users in assessing investment portfolios. It combines performance tracking, risk analysis, and comparative benchmarking so users can make informed decisions based on data insights. The software provides detailed reports and visualizations to facilitate understanding of portfolio dynamics. Additionally, it allows users to customize metrics relevant to their investment strategies. Key capabilities: performance tracking risk analysis comparative benchmarking detailed reporting customizable metrics Best for: financial analysts and portfolio managers that need to evaluate and improve investment portfolios.

Portfolio Probe Details

Vendor
Burns Statistics
Year Launched
Location
4-b Jodrell Road London E3 2LA United Kingdom
Deployment
cloud
Training Options
documentation
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese, Japanese.
Users
Quantitative analysts, portfolio managers, hedge fund researchers, asset managers, risk managers, investment consultants, academic researchers.
Industries Served
Finance, Hedge Fund, Investment Banking
Tags
Portfolio optimization, Random portfolios, Monte Carlo portfolios, Portfolio analytics, Asset allocation, Risk-based optimization, R-based fund tools, Portfolio valuation, Quantitative investing tools, Hedge fund analytics.

Portfolio Probe's In-App Market Place

Does Portfolio Probe have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), CAD (C$), AUD (A$)

Pros & Cons

  • Enables generation of random portfolios for robust benchmarking to distinguish skill from luck.
  • Highly flexible, supporting custom constraints, risk models, and transaction costs.
  • Useful for both quantitative and discretionary managers, adaptable to different strategies.
  • Runs in a statistical environment (R/S+) for scripting, reproducibility, and deep customization.
  • Provides tools for both optimized trading decisions and portfolio evaluation over time.
  • Requires familiarity with statistical programming (R or S+), which may be a barrier for some users.
  • No built-in risk model; users must supply variance matrices or risk assumptions.
  • Results can be sensitive to input errors or estimates — dependent on accurate assumptions.
  • Overkill for very small or simple portfolios compared to basic tools or spreadsheets.
  • Focuses on portfolio construction and analysis only; does not handle trade execution or full fund administration.

Portfolio Probe's Support Options

Portfolio Probe's Alternatives