What is Assetalyze?
Assetalyze — Portfolio Optimizer is a Windows desktop application for analyzing and comparing portfolio allocations using historical price data. It can simulate initial investments, monthly contributions, and rebalancing rules.
ASSETALYZE / 1.0.55.0
Frequently Asked Questions (FAQ)
Find official answers about Assetalyze features, the free demo, portfolio optimization, CSV files, and how data is handled.
What can Assetalyze do?
It can search allocations across up to 10 assets, compare simulations under different assumptions, and evaluate user-defined fixed allocations. Results include final portfolio value, XIRR, volatility, and maximum drawdown, with tables and charts that can be exported.
Can I use Assetalyze for free?
The built-in fictional-data demo has no time limit. You can also check CSV readability and compatibility for free, without registering the file or analyzing real data. Registering and analyzing real data, or downloading supported public market series, requires a valid purchased license.
How does portfolio optimization work?
Assetalyze searches candidate asset weights in a selected percentage step. Under a specified historical volatility ceiling, it selects allocations that maximize the mean or median final portfolio value across rolling historical periods. It does not directly optimize XIRR or predict future returns.
Can I run Assetalyze without an NVIDIA GPU?
Yes. CPU computation is supported and an NVIDIA GPU is not required. In supported environments, GPU acceleration can speed up candidate searches; selected candidates are verified again on the CPU. Actual performance depends on the hardware and analysis settings.
Does Assetalyze upload my CSV files or analysis results?
Selected CSV files, analysis settings, and calculation results are processed on the PC. Its market-data download paths do not upload those contents to the data providers. Retrieving public data contacts the supported providers, while purchases and license checks use Microsoft Store. OneDrive or other OS-level syncing depends on your Windows settings.
Can Assetalyze automatically download prices for any stock or ETF?
No. Automatic downloads are limited to the public market series supported by the application; they are not a universal stock or ETF search service. You can inspect and register your own compatible price CSV files, although registering real data requires a purchased license.
Where can I purchase Assetalyze?
Assetalyze is available from its official Microsoft Store listing. Check the Store for current regional pricing, trial options, system compatibility, and purchase conditions, as these may change.
Does Assetalyze guarantee future investment performance?
No. It is a historical analysis and simulation tool, not a trading service or a forecasting guarantee. Past simulations do not ensure future results, and the software does not provide investment, tax, or legal advice.
These answers are based on the Assetalyze 1.0.55.0 manual. Check Microsoft Store for current pricing, trial options, and compatibility.