Hello Optuma Team,
A feature to have an efficient frontier graph would be useful for research and to create visuals. Ideally, if custom portfolios could be added into the graph that would be best but even having ability to add in symbols from mutual funds, etfs etc would be useful.
See attached for example
Jeff
Hi Jeff,
This is definitely something that is part of the testing/portfolio overhaul which I am doing. Ever since teaching on this in CMT, I’ve seen the value of something like this. Ideally, any portfolio/index/security will be able to be added.
All the best
Mathew
Sounds good, Mathew. This will be a great feature to have access to via Optuma. Thanks for the continued development!!
Jeff