Manage investment portfolios
Tools that help you manage investment portfolios.
13 tools
- BCG Matrix — Sorts holdings by growth and share to decide invest, hold or exit
- GE-McKinsey Matrix — Scores holdings on market attractiveness and competitive strength
- ADL Matrix — Plots holdings by competitive position and industry maturity
- MacMillan Matrix — Scores each holding on fit and economic attractiveness in one grid
- Heptalysis — Scores ventures on seven weighted factors to compare on one number
- Financial Modeling Software — Models a holding live so you test assumptions before betting money
- Decision Trees — Calculates which investment path is worth most under uncertainty
- Risk Management — Rates each holding's likelihood and impact of loss before committing
- Scenario Planning — Pressure-tests the portfolio against a handful of plausible futures
- Game Theory — Models how a payoff shifts with what rival investors choose
- Value-Based Management — Tests each holding against whether it raises underlying value
- Calculated risks — Weighs odds and downside deliberately before committing capital
- Options Matrix Tool — Lays investment options against shared criteria for open debate