Axioma Portfolio: Three Versions, One for Every Need
Axioma Portfolio is offered in three delivery platforms. For individuals and firms seeking ease of use, Axioma Portfolio software can be deployed with an intuitive, point-and-click graphical user interface (GUI). Institutions managing numerous portfolio risk analyses and rebalancings as part of a larger workflow often prefer the Axioma Portfolio XML utility for its ease of integration, as it inputs/outputs XML files using batching technologies. For groups seeking the utmost speed and flexibility, Axioma Portfolio allows direct access to a developer's version through a C++/JAVA Class Library.
Axioma Portfolio's GUI is best for the portfolio managers who are managing a single long-only, long-short, or many taxable accounts, and do not have a programming background. Managers can build and test strategies, define account rebalancings, analyze sector/industry risk characteristics, and generate risk reports and optimized trade lists through a configurable JAVA GUI. The interface allows managers to easily load data, set business rules, and analyze the output using point-and-click functionality.
Axioma Portfolio XML uses XML files to input problems and receive solutions. This interface is ideal for backtesting and/or integration into proprietary software environments, including Web-based software systems.
Axioma Portfolio Developer's API is designed for advanced users or technical teams. Our developer's C++/JAVA® class library acts as a bridge to the underlying solver. This allows clients to formulate problems using natural "portfolio" terms, such as risky and riskless assets, factors, holdings, and benchmarks. The API automatically translates the problem into a mathematical presentation of the model.
Axioma Portfolio can also be deployed using a combination of these interface options to produce a customized system that meets the specific needs of any firm. Axioma Portfolio is highly portable and currently available for Windows XP/2000, Linux, and Solaris.
