Auspice Portfolio Analyzer

The Auspice Portfolio Analyzer “APaz” is a comprehensive portfolio construction and analysis tool that the Auspice team has used for over a decade to guide internal, institutional, and private wealth client portfolio decisions.

Data Driven Insights, Tailored to Your Objectives

The Auspice Portfolio Analyzer (“APaz”) harnesses over a decade of internal development to streamline and centralize investment evaluation. The Auspice Team leverages APaz daily over a wide range of use cases such as individual security/fund selection, correlation, and institutional level portfolio analysis accessing data from over 35 million instruments across all asset classes.

Key Features

  • One Click Goal Optimization

  • Before & After Portfolio Change Analysis

  • Custom Statistics Selection

  • Comprehensive Report Generation

  • Rebalancing Analysis

  • Performance Analysis

  • Correlation Analysis

  • Ability to Utilize Custom or Internal Return Streams and Data

Clients and prospective clients looking for support, we encourage you to reach out to the Auspice team to see how we can help you. Please email info@auspicecapital.com any include any relevant information.

 

Example - Report Generation

See below for an example of a custom report generated by APaz.