Efficient Frontier graph

Optuma Forums Optuma Feature Requests Efficient Frontier graph

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  • #60967
    Jeffrey A.
    • Topics: 49
    • Replies: 72
    • Posts: 121

    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

    Screenshot_20201111-143532_Chrome

    #60977
    Mathew
    • Topics: 40
    • Replies: 2,010
    • Posts: 2,050

    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

    1 user thanked author for this post.
    #61005
    Jeffrey A.
    • Topics: 49
    • Replies: 72
    • Posts: 121

    Sounds good, Mathew. This will be a great feature to have access to via Optuma. Thanks for the continued development!!

    Jeff

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