Patent portfolios are frequently discussed in terms of size, technological breadth, or litigation potential. Those ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

ProfitOlio is a comprehensive finance application built using Streamlit, designed to offer robust tools for portfolio management. It features a sophisticated financial chatbot (FinBot), future price ...

Private equity (PE) firms face a persistent challenge: transforming fragmented portfolio company data into clear, actionable insights. Inconsistent reporting, regulatory demands, and the increasing ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

This project analyzes 22,903 credit transactions from 1,000 customers to provide real-time operational insights for credit risk management and portfolio optimization.

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...

A team of M&A and legal tech professionals including NexLP founder Jay Leib, have banded together to build a platform that assists private equity firms with portfolio management. PortOptix launched ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...