iQfront Portfolio Tool

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PORTFOLIO
Present portfolio *		Paste your current portfolio here. Use the iQfront syntax. For example, type in +150AAPL+100XOM-100*M if you are currently long 150 Apple, long 100 Exxon Mobil and short 100 Macy's.
REPORTING
From *		Report from date (dd-mmm-yyyy).
To *		Report to date (dd-mmm-yyyy).
Index		Reference index (if any) to compare. For example, use ^GSPC for S&P 500.
PORTFOLIO OPTIMIZATION
Optimize		Tick to carry out mean-variance portfolio optimization.
No short selling		Tick to disallow short selling in optimal portfolios.
Emphasis on recent data		For example, 2x means recent historical data is considered twice as important for predicting future returns and risks.
Risk-free rate		The riskless rate of return (% / year), e.g. as implied by short-term US government bonds.
SENSITIVITY ANALYSIS
Perform		Tick to carry out sensitivity analysis for the optimal portfolio.
Ticker		Portfolio ticker symbol for which sensitivity analysis should be carried out (must be one of your portfolio constituents).