Question about Fund Manager software

[MBA360]

Does this software feature plug and play asset valuation models? (DDM, FCF, etc..)

[Mark]

Hi MBA360,

I don't think so. I'm not sure what those acronyms stand for, so I guess that means they aren't part of Fund Manager.

[MBA360]

Thank you for the reply.

Perhaps I should be a little more specific.

I am seeking a software program that will calculate discounted cash flow valuation models for equities, such as the dividend discount model or free cash flow model.

I am also seeking a program that will calculate a Markowitz efficient frontier. These are all mathematical models I know how to create using Microsoft Excel, but I am looking for a software application that reduces the busy work involved. Ideally, I would like to find a program that allows me to select a stock and plug in growth rate estimates and will regurgitate a free cash flow valuation. I would also like to find a program that will calculate a Markowitz efficient frontier simply by entering the relevant information (the equities held in the portfolio) and pressing a button that will give me the best asset allocation based on a given risk free rate. Basically what I am looking for is an equity valuation/portfolio analysis software that does all of the mechanical and formatting work of Microsoft Excel without having to enter the equations and build the model, in the interest of saving time and having all of my analytical tools in one place.

I suppose I am looking for a program that may be more technical in nature than this particular piece of software. Are you aware of any such software that will do what I am describing?

[Mark]

Hi MBA360,

Fund Manager does not do any of this. I'm really not familiar with software that does, so I'm not sure what to recommend. Sorry I couldn't be of more help.

[moonlighter]

I am not familiar with any of that jargon either. When it comes to the stock market--as with most things--here's an acronym that's good to remember: KISS.

loop {
if (bullmarket = true) {
then
buystocks(cash);
else
buyfixedincome(cash);
}
}

[gerard]

MBA360

A lot of calculations of efficient frontier can be done with a program called Smartfolio www.smartfolio.com/ which is based on Excel. And which need of course data of your portfolio.

For the others S. Benninga has produced a good book and several lessons on efficient frontier calculations.
http://www.youtube.com/playlist?list=PL49E8B0672C047CE1

It should be a nice analitical enhancement of Fundmanager.

Regards
Gerard