PORTFOLIO OPTIMIZATION

Software For Advisors

Gsphere is a powerful digital advice platform that features Gravity’s pioneering work in the science of diversification. Portfolio Re-Optimization Technology raises the standard of asset allocation with strong analytics, onboarding proposals, backtesting, and automation. 

Free Portfolio Insight Tool
Free Stock Performance Analysis
Free Portfolio Risk Analysis Tool
Asset Allocation
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FEATURED IN
Free Stock Investment Tracker
Morningstar
Think Advisor
Free Investment Analysis Tool
Financial Advisor Magazine
Trust and Estates
Free Portfolio Risk Analysis Tool
Free Stock Performance Analysis
Free Investment Tracking Software
CLIENT TESTIMONIALS
Asset Allocation
Gsphere is a powerful digital advice platform that features Gravity’s pioneering work in the science of diversification. Portfolio Re-Optimization Technology raises the standard of asset allocation with strong analytics, onboarding proposals, backtesting, and automation.
Free Portfolio Optimization Tool

Optimization

A systematic process is good. Mean-variance optimization is better, but we think Diversification Optimization gives your investors the best chance to maximize their performance.
Free Investment Optimization Software
3D Visualizations
Free Financial Portfolio Analysis

3D Visualization

A picture is worth a thousand words. So tell investors what they need to learn about diversification and risk using our layered holistic portfolio view. With balance depicted as physical balance, it could not be more intuitive. It’s like a 3D MRI for your investing account.

Free Stock Investment Tracker

Re-Optimization

Asset allocation is when you designate a plan to follow. Portfolio optimization is when you perform asset allocation efficiently, given the investor’s objectives. Finally, portfolio Re-Optimization is when you optimize the portfolio regularly, knowing that the markets will constantly be changing and the best portfolios change with the times. Combining diversification and re-optimization with a hint of momentum, we think there is a sweet spot that won’t chase performance, stays in tune with the market, and protects investor capital from unknown risks.



Trading Integration
Free Investment Tracking Software
Backtesting
Free Stock Portfolio Management Tool

Backtesting

Free Portfolio Insight Tool

Portfolio Backtesting shows how the investment strategy performs over time. When creating custom portfolio strategies for investors, the backtest serves as a crucial proof statement.

Free Investment Portfolio Tracker

Diversification Analytics

Free Portfolio Insight Tool
Free Stock Performance Analysis

We patented Diversification Optimization, Diversification Visualization, and Diversification Measurement. It’s time to bring diversification to the table for all of your investor conversations. Risk, return, and diversification. And since most investors have much worse diversification than they think, you can objectively illustrate how they are positioned and what they need to do to fix it.

Portfolio Diversification
Portfolio Comparison
Free Investment Tracking Software
Free Stock Performance Analysis
Free Stock Portfolio Analyzer

Portfolio Comparisons

Portfolio Comparisons is the ultimate before and after tool. Put it on the big screen and win more HNW business. Offer a free portfolio review. Teach, visualize and practice better diversification.

Portfolio Comparison
Free Portfolio Risk Analysis Tool
Free Stock Portfolio Analyzer
Free Investment Portfolio Tracker

Constraints

Free Investment Tracking Software
Free Stock Performance Analysis

An optimal portfolio is only optimal if it is implemented. Often, we need to specify the blueprints of the portfolio strategy to ensure we don’t take on additional risk by succumbing to various concentrations. We control these concentrations and risks to help ensure a pragmatic, implementable portfolio by providing constraints: This includes minimum & maximum position contractions, threshold constraints, and group constraints by various classifications such as sector, industry, asset class, and asset type.

Free Stock Portfolio Analyzer

The Policy Tree

Free Portfolio Insight Tool
Our unique Policy Tree is unlike anything you’ve seen in the industry. It is a powerful rules engine that combines rules governing how a portfolio gets built, managed, and automated. It can create portfolios of almost any strategy and combines different investment sets and user preferences to create the perfect customized optimal portfolio for your investors.
Policy Tree - Organize Your Governance Framework
Performance Analytics

Evaluate your performance and see results yourself

What are they saying?
Free Portfolio Evaluation Tool
Over the last 15 years not much genuinely new has occurred in the application of Asset Allocation/optimization software. The Gsphere system brings an authentically new technology to the problem of diversification. Not only does it provide a new way to view diversification, it gives the user the power to construct portfolios of nearly any group of asset classes or individual investments and literally see how they work together. Moreover, the Gsphere software’s new conceptions and applications of risk adjustments have real world application to clients and advisors. It fully supports advisors to give better investment advice while also providing clients with superior risk adjusted returns. Add to this the transparent automation of an advisor’s routines with overall ease of use and clearly Gsphere is nothing less than a revolution in the field.
Free Stock Portfolio Analysis Tool
Free Investment Portfolio Tracker
Free Portfolio Insight Tool
Free Portfolio Risk Analysis Tool
Free Investment Portfolio Tracker
Free Stock Portfolio Analyzer
Jeremy J. Black - Expert Financial Advisor

Jeremy J. Black

Founder and inventor of RAMCAP, the "intelligent asset allocator" one of the first desktop investment diversification systems; Former Adjunct professor to the College for Financial Planning; Co-Creator of one of the first "Fund of Funds" hedge funds - twice named in the top 10 by the Wall Street Journal.