SortFolio
SortFolio is a portfolio analysis software designed specifically for sorting stocks based on factors like performance, risk, valuation, etc. It allows investors to test and evaluate various stock picking strategies and algorithms.
SortFolio: Portfolio Analysis Software
A portfolio analysis software for sorting stocks based on performance, risk, valuation & more, allowing investors to test & evaluate stock picking strategies & algorithms.
What is SortFolio?
SortFolio is a financial software application used by investors to sort, analyze, and optimize investment portfolios. Its key features include:
- Sorting stocks based on a variety of fundamental and technical metrics like valuation, growth, risk, momentum, quality, and more
- Backtesting custom stock picking algorithms and investment strategies
- Analyzing how sorted portfolios have performed historically across different time periods and economic cycles
- Modeling, visualizing, and managing portfolios to identify optimization opportunities
- Screening and filtering stocks based on custom criteria
- Comparing sorted portfolios to market benchmarks
- Generating investment ideas and insights for stock picking
SortFolio aims to help investors design, evaluate, and employ effective quantitative stock selection strategies. Its robust sorting and analysis capabilities allow investors to test different factor-based investing hypotheses before risking real money. It can be a useful tool for fundamental, technical, and quantitative traders looking to outperform broader stock market returns.
SortFolio Features
Features
- Sorts stocks based on user-defined factors like valuation, growth, performance, risk, etc
- Allows backtesting of sorting strategies based on historical data
- Quantitative and fundamental stock analysis tools
- Customizable and flexible ranking system
- Portfolio optimization and construction tools
- Charting and visualization of stock data
- Screening stocks based on filters and criteria
- Custom stock universes and watchlists
- API access and integrations with data sources
- Available as desktop and cloud-based software
Pricing
- Subscription-Based
Pros
Powerful stock sorting and ranking capabilities
Backtesting for strategy validation
Robust quantitative analysis tools
Customizable to fit individual investment process
Portfolio optimization and risk analysis
Good visualizations and charts
Flexible screening and ability to save custom universes
APIs allow integrating external data sources
Cons
Fairly complex with steep learning curve
Limited fundamental/qualitative data
No trading or order execution capabilities
Limited global/international stock coverage
No mobile app availability
May require integration with other tools for comprehensive analysis
Official Links
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