Quantext Retirement Planner (QRP) and Quantext Portfolio Planner (QPP) are portfolio planning tools for individual investors and for professional advisors. These tools assist in planning for asset allocation and the future income draws that can be supported. QPP and QRP combine Monte Carlo simulation with a range of sophisticated analytics to help investors develop the right portfolio.
Many asset allocation tools simply look at historical behavior of portfolios. The standard of practice in institutional finance, however, is forward-looking portfolio analysis. QPP and QRP are forward-looking portfolio analysis tools. We discuss forward-looking models used by institutional investors and the consistency of a number of benchmark results to QPP and QRP in this article .
QPP is the version of choice for most investors and advisors, limiting the adjustable parameters to those that most advisors or investors might have interest in varying. QRP is designed to be licensed to financial advisors or individuals who want to be able to adjust all parameters, such as volatilities on individual assets. QPP40 is an extended version of QPP that can handle up to 40 individual positions (more details below).
We believe that QPP and QRP are the very best portfolio planning and asset allocation tools available--and we have performed numerous analyses and tests to demonstrate that this is the case. We have a series of these studies available for your review. One article that provides a broad overview is provided here .
NOTE: Quantext is not a registered investment advisor. No information on this website should be taken as advice to buy or sell any asset. Any and all information obtained from Quantext is on an "AS IS" basis.
QPP and QRP provide:
1) the ability to see whether your basic financial plans are reasonable
2) the ability to determine whether you have a well-diversified portfolio
3) the ability to adjust a portfolio to get the best risk/return balance for specific needs
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