Portfolio Optimiser
Construct and optimise portfolios from your hand-picked securities list
Piocaro provides investment analytics and tools to help advanced/experienced investors to hand-pick their securities. Piocaro optimises the allocation of those securities to provide the highest returns at a given level of risk. Our Efficient Frontier line enables you to visualise your portfolio and guides you to make risk-return trade off decisions. You can be confident that your most optimal portfolio aligns with your goals and values.
Retail Investor
A must-have tool for advanced investors who want to do it themselves. Advanced investors can hand-pick their securities using the analytics and tools in the platform. Piocaro optimises the allocation of your hand-picked securities so you can be confident you are making the best risk-return trade off decision.
Financial Adviser
We can help you create a unique differentiation in your service. Our platform provides a set of tools to help you research and hand-pick securities that comply with your organisational investment policy (aka your organisation’s approved security list). Piocaro optimises the allocation of those securities and enables you to visually demonstrate the best possible risk-return trade off decision to meet your clients’ goals and values.
See what else you can do with Piocaro
With disruptive innovations, we strive to make investing easy, simple and personalised specifically for you whether you do it yourself or with your financial adviser.
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Stock Analytics
Identify a good company from mediocre ones and determine its fair value.
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Fund Analytics
Analytics with intuitive charts to compare funds so you can make intelligent decisions about which ETFs to choose or avoid.
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Custom Indexing Portfolio
Personalise a stock portfolio using individual securities in your chosen benchmark index in minutes.
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Smart Portfolio
Automatically construct and personalise a well-diversified portfolio of stocks and bonds in minutes.
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Portfolio Optimiser
Construct and optimise portfolios from your hand-picked securities list
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Portfolio Analyser
Analyses an existing portfolio and helps you visualise where the portfolio stands compared to other alternative allocations.
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Asset Correlation Heatmap
Visualise the correlations across your securities and identify the ones that benefit you the most from diversification.
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Risk Tolerance Assessment
Assess and quantify your risk tolerance so you can make an intelligent risk-return trade-off decision.
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Financial Adviser Dashboards
An essential tool to delight your life-long clients and meet the Know Your Customer compliance