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Kwantificeer de afweging: verwacht rendement, variantie en hoe assets met elkaar meebewegen.
Bereken E(r), σ², σ, Sharpe, scheefheid en kurtosis uit probabilistische of historische data.
Visualiseer hoe assets samen bewegen; kwantificeer het spreidingsvoordeel.
Splits het risico van een aandeel op in systematisch (β-gedreven) vs idiosyncratisch.
Waardering van obligaties en aandelen: de kerntools bij elke beoordeling van de assetallocatie.
Van gewichten voor twee assets tot Markowitz-optimalisatie met meerdere assets.
Mean-variance-optimalisatie volgens Markowitz voor meerdere assets, met raakpuntportefeuille.
Schuifregelaars voor gewichten en correlatie; zie hoe σ verschuift.
Vragenlijst over je risicoprofiel, daarna een aanbevolen allocatie plus een backtest over 10 jaar.
CAPM, de SML, alpha: de canon van de evenwichtsprijstheorie.
Risicogecorrigeerde rendementen en tests van marktefficiëntie.
Annotated tool sequences for self-study or classroom use. Each path links the Labs in pedagogical order with short context for each step.
The canonical Investment Management curriculum, taught through hands-on tools instead of dense textbook chapters. It covers risk and return, diversification, optimal portfolios, equilibrium pricing, and risk-adjusted performance evaluation in one connected journey.
Bond pricing, yield to maturity, modified duration, convexity, and how to use them to size interest-rate risk. These are the practitioner pieces that come up daily on a rates desk.
Five different ways to value a stock, when to use each, and how to triangulate them into a defensible price target. This is the practical workflow used at every long-only fund.
Test the Efficient Market Hypothesis directly. Run autocorrelation, runs, and variance-ratio tests on real data. Decompose risk through a behavioral lens to see which anomalies are real signal and which are just survivorship.
The heavy-math version of Investment Management 101. Same tools, but you're building optimizers, sizing factor bets, and stress-testing the Markowitz framework against real-world frictions (estimation error, regime change, transaction costs).
We're not Bloomberg. They have things we don't. Real-time depth, fixed-income analytics that go four levels deeper, an institution-grade execution stack. We win on cost, country flexibility, mobile, and open data. Pick the right tool for the job.
| Capability | Bloomberg Terminal $28K / yr / seat | Portfolio Visualizer Free · $35-$75/mo | Blockcircle Labs Free · always |
|---|---|---|---|
| Cost | $28,000/yr | Free tier limited | Free |
| Account required | Subscription | Account for full features | None |
| Real-time market depth (Level 2) | Delayed only | ||
| Fixed-income analytics (curves, OAS) | Industry leader | DCF, YTM, duration | |
| CAPM live β regression | |||
| Markowitz Efficient Frontier | |||
| Asset Allocation Wizard | |||
| Country-flexible defaults (17 markets) | US-centric | 17 countries | |
| Indonesian rates / IDX coverage | |||
| Mobile-friendly UI | Desktop terminal | Responsive | |
| Open public data sources | |||
| URL-based shareable state | |||
| Citation-ready output for academia |
Bloomberg Terminal and Portfolio Visualizer are independent products. Capability summaries are based on publicly published feature lists, consult their documentation for authoritative sources.
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