Перейти к основному содержанию12 инструментов.
12 инструментов.
Пять категорий.
01
Риск и доходность
Количественно оцените компромисс — ожидаемая доходность, дисперсия и совместное движение активов.
Статистика риска и доходности
Рассчитайте E(r), σ², σ, Sharpe, асимметрию, эксцесс из вероятностных или исторических данных.
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Корреляционная матрица
Визуализируйте совместное движение активов; количественно оцените выгоду диверсификации.
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Декомпозиция риска
Разделите риск акции на систематический (β-обусловленный) и идиосинкратический.
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02
Оценка
Оценка облигаций и акций — основные инструменты любого пересмотра распределения активов.
03
Построение портфеля
От весов двух активов до многоактивной оптимизации Markowitz.
Эффективная граница
Многоактивная mean-variance оптимизация Markowitz с касательным портфелем.
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Портфель из двух активов
Слайдеры для весов и корреляции; посмотрите, как смещается σ.
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Помощник распределения активов
Анкета риск-профиля, затем рекомендованное распределение и 10-летний бэктест.
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04
Модели ценообразования активов
CAPM, SML, alpha — канон теории равновесного ценообразования.
05
Измерение результатов
Доходности с поправкой на риск и тесты эффективности рынка.
Подобранные маршруты по каталогу.
03 / CURRICULUM
Start with a learning path.
5 PATHS · 24 STOPS
Annotated tool sequences for self-study or classroom use. Each path links the Labs in pedagogical order with short context for each step.
Beginner
Investment Management 101
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.
START PATH →
Intermediate
Fixed Income Essentials
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.
START PATH →
Intermediate
Equity Valuation Practitioner
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.
START PATH →
Intermediate
Behavioral Finance & Market Efficiency
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.
START PATH →
Advanced
Quant Portfolio Construction
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).
START PATH →
Против Bloomberg и Portfolio Visualizer.
04 / COMPARISON
How does this compare to the alternatives?
13 CAPABILITIES · 3 PLATFORMS
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.
Вопросы, ответы.
06 / FAQ
Questions, answered.
8 ITEMS
Yes. Every Lab works without an account. We make money on premium signal and execution products elsewhere on Blockcircle Alpha Hunter Suite, Autopilot, Asset Outperformer. The Labs stay free because they double as outreach for the broader platform.
Equity prices stream live with a typical 15-minute delay. Crypto prices stream over a live WebSocket. Risk-free rates come from FRED for the US, and from each country's central bank for the other 17 markets. Each Lab's "How It Works" modal documents the exact source for that tool. For institutional-grade latency, you want a paid market-data feed. These tools are educational and research-grade.
Yes. Each Lab's "How It Works" modal includes a citation format you can paste straight into a paper or thesis. We track which formula version we implemented (e.g. CAPM with the Fama-French risk-free choice, the textbook two-stage DDM, etc.) so the citation is reproducible. If you need a more formal data statement for your committee, email basel@blockcircle.com.
Not unless you sign in. The Labs use URL-based state. Every input you change updates the page's query string, so you can copy the URL and share or bookmark a specific calculation without an account. If you do sign in, your last 50 calculations show up under Account → Lab history.
Bank Indonesia's 7-day reverse-repo rate (BI 7DRR) doesn't have a free public API the way the Fed's FRED service does. We update the value quarterly when BI publishes a change. Each country page shows a small "Last refreshed YYYY-MM-DD"indicator so you can tell at a glance whether the rate is fresh. For everything else (live equity prices, live crypto prices, US FRED rates) the data is live to within minutes.
Bloomberg has things we don't. Real-time Level 2 depth, fixed-income analytics that go four levels deeper, FX dealer-curve builders, an industrial execution stack. We're free, work on mobile, support 17 country presets out of the box, and use open data sources. See the full comparison table above. Pick the right tool for the job: many Bloomberg users use these Labs for the country presets and shareable URLs.
Yes. Every Lab is fully responsive. The layouts collapse to a single column under 768px wide, charts re-size to the viewport, and inputs use mobile-friendly numeric keypads. The country selector pins to the top of the hero so you can switch markets without scrolling.
Share the URL. Every Lab works as a standalone page, and the URL keeps your inputs, so your readers open the same calculation you set up.