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JAVLIN Invest:
Investment Tool

JAVLIN Invest is an innovative financial management platform that can help you achieve your financial goals through personalized investment strategies and comprehensive portfolio analysis.


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how it works

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HOME

View essential portfolio performance metrics, such as Sharpe Ratio, Volatility, and CVaR. Visualize each tickers Risk vs. Return in comparison to the S&P500. Stay up to date with your personalized news feed.

Break down your portfolio composition so you can see exactly how you are allocated across Sectors and Industries.

Create a watchlist of tickers you are keeping an eye on and view fundamental ticker data, including JAVLIN Invest’s EVA data set, to help you understand everything about your ticker.

BUILD

Thinking about adding a new stock to your portfolio? Test it out first with our Build feature to see how it might potentially impact your what-if portfolio before you buy.

ALLOCATE

Wondering how your current or what-if portfolio compares to the market in the past – so you have a window into its potential future? Utilizing a blend of analyst price targets and historical data, our performance backtesting feature analyzes your portfolio against past market behavior and gives you insight on what an optimized portfolio looks like according to three methodologies: EVA optimization, maximum Sharpe ratio, and minimum volatility. You can even explore optimal allocations for each optimization methodology.

PROJECT

Project helps estimate your current portfolio’s future performance, including best- and worst-case scenarios. Explore a variety of possible outcomes, and tailor your investment strategy for risk-adjusted returns.

For advanced investors, Project uses a combination of Monte Carlo simulations and supervised Machine Learning programs to forecast potential portfolio performance. The market is unpredictable but, by leveraging Monte Carlo methods, our proprietary Machine Learning program can estimate how macroeconomic factors might affect your holdings.

MENU

Here you’ll find more resources to get started with JAVLIN Invest, including a Glossary of fundamental investment vocabulary and FAQs. Need to make account updates? You can do that, too.

HOME

View essential portfolio performance metrics, such as Sharpe Ratio, Volatility, and CVaR. Visualize each tickers Risk vs. Return in comparison to the S&P500. Stay up to date with your personalized news feed.

Break down your portfolio composition so you can see exactly how you are allocated across Sectors and Industries.

Create a watchlist of tickers you are keeping an eye on and view fundamental ticker data, including JAVLIN Invest’s EVA data set, to help you understand everything about your ticker.

BUILD

Thinking about adding a new stock to your portfolio? Test it out first with our Build feature to see how it might potentially impact your what-if portfolio before you buy.

ALLOCATE

Wondering how your current or what-if portfolio compares to the market in the past – so you have a window into its potential future? Utilizing a blend of analyst price targets and historical data, our performance backtesting feature analyzes your portfolio against past market behavior and gives you insight on what an optimized portfolio looks like according to three methodologies: EVA optimization, maximum Sharpe ratio, and minimum volatility. You can even explore optimal allocations for each optimization methodology.

PROJECT

Project helps estimate your current portfolio’s future performance, including best- and worst-case scenarios. Explore a variety of possible outcomes, and tailor your investment strategy for risk-adjusted returns.

For advanced investors, Project uses a combination of Monte Carlo simulations and supervised Machine Learning programs to forecast potential portfolio performance. The market is unpredictable but, by leveraging Monte Carlo methods, our proprietary Machine Learning program can estimate how macroeconomic factors might affect your holdings.

MENU

Here you’ll find more resources to get started with JAVLIN Invest, including a Glossary of fundamental investment vocabulary and FAQs. Need to make account updates? You can do that, too.

pricing

Find the right JAVLIN Invest pricing plan for your needs.

Basic

Our basic plan is free and best for those that want a quick overview of their portfolio. It includes basic portfolio optimization analysis, composition breakdown, fundamental data, risk metrics and more.

Billed Never

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Limited Ticker Portfolio
– Portfolio Optimization Analysis *
– Portfolio Forecasting *
* limited functionality

Standard

Best for those that want to do their own research. Access all the features included in the basic plan plus EVA analysis, unlimited ticker entries, and more.

$19.99 / month Billed Monthly
$9.99 / month Billed Quarterly

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Unlimited Ticker Portfolio
– Portfolio Optimization Analysis
– Portfolio Forecasting
– What-If Analysis
– EVA Analysis

Premium

Best suited for those that want investment ideas. Access all the features included in the standard plan plus access to the JAVLIN Invest Strategy, customized monthly reporting, and more.

$199.99 / month Billed Monthly
$99.99 / month Billed Quarterly [Best Value]

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Unlimited Ticker Portfolio
– Portfolio Optimization Analysis
– Portfolio Forecasting
– What-If Analysis
– EVA Analysis
– JAVLIN Invest Strategy Access
– Portfolio Summary Report

pricing

Find the right JAVLIN Invest pricing plan for your needs.

Basic

Our basic plan is free and best for those that want a quick overview of their portfolio. It includes basic portfolio optimization analysis, composition breakdown, fundamental data, risk metrics and more.

Billed Never

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Limited Ticker Portfolio
– Portfolio Optimization Analysis *
– Portfolio Forecasting *
* limited functionality

Standard

Best for those that want to do their own research. Access all the features included in the basic plan plus EVA analysis, unlimited ticker entries, and more.

$19.99 / month Billed Monthly
$9.99 / month Billed Quarterly

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Unlimited Ticker Portfolio
– Portfolio Optimization Analysis
– Portfolio Forecasting
– What-If Analysis
– EVA Analysis

Premium

Best suited for those that want investment ideas. Access all the features included in the standard plan plus access to the JAVLIN Invest Strategy, customized monthly reporting, and more.

$199.99 / month Billed Monthly
$99.99 / month Billed Quarterly [Best Value]

Features

– Risk Summary Metrics
– Performance Backtesting
– Password Protection
– Data Security
– Watchlist
– Fundamental Ticker Data
– Unlimited Ticker Portfolio
– Portfolio Optimization Analysis
– Portfolio Forecasting
– What-If Analysis
– EVA Analysis
– JAVLIN Invest Strategy Access
– Portfolio Summary Report

glossary

The stock market has a language of its own. Our glossary helps you make sense of it.

Expected Return

No one knows for certain what the market has in store. By evaluating past financial events—and determining the probability they’ll reoccur in the future—we can gain a lens into potential performance. This number does just that.

Sharpe Ratio

Investing in stocks is all about balancing risks against (potential) rewards. A stock’s Sharpe ratio compares possible reward to risk, to help you envision the uncertainty factor. In general, a larger Sharpe ratio indicates better risk-adjusted returns.

Conditional Value-at-Risk (CVaR)

This nifty number—pronounced SEE-var— presents a worst-case scenario of the largest loss your portfolio might suffer on any given day, based on a weighted average of the most extreme possible losses.

How do you calculate my portfolio’s optimized allocations?

We calculate the Efficient Frontier and then solve the convex optimization problem according to our objectives and constraints.

glossary

The stock market has a language of its own. Our glossary helps you make sense of it.

No one knows for certain what the market has in store. By evaluating past financial events—and determining the probability they’ll reoccur in the future—we can gain a lens into potential performance. This number does just that.

Investing in stocks is all about balancing risks against (potential) rewards. A stock’s Sharpe ratio compares possible reward to risk, to help you envision the uncertainty factor. In general, a larger Sharpe ratio indicates better risk-adjusted returns.

This nifty number—pronounced SEE-var— presents a worst-case scenario of the largest loss your portfolio might suffer on any given day, based on a weighted average of the most extreme possible losses.

When a stock fluctuates a lot, it is highly volatile (or risky). That means you can lose or gain a lot of money quickly, which is why it’s typically better to find a strong stock with low volatility—especially when investing long term.

faq

Have questions about JAVLIN Invest? Our team has you covered.

You might dream about finding the next Amazon or Apple stock—and holding onto it for decades as you continue to grow your portfolio. But, like many people, you probably don’t spend enough time considering the risks you’ll encounter along the way.

JAVLIN Invest lets you see your portfolio from a new vantage point—one that the pros use, which is based on historical data and industry-accepted formulas. With JAVLIN Invest, you gain powerful education on how to make better, safer, long-term investments—and you’ll do so in a fraction of the time it takes to use a spreadsheet.

Unfortunately, we do not currently allow you to link your brokerage account anymore. Instead, we now give you the full flexibility to input your portfolio from Menu -> Manual Portfolio.

In the JAVLIN Invest app, Project shows how macroeconomic factors can affect your portfolio through four distinct scenarios. Based on our proprietary supervised Machine Learning algorithms, Project can help inform your investment strategy. No algorithm can perfectly predict the market, but forecasting with Project offers a simple way to evaluate your portfolio’s potential performance and illuminate risk.

We calculate the Efficient Frontier and then solve the convex optimization problem according to our objectives and constraints.

The gray line represents the S&P 500 index, our benchmark for determining how well your portfolio is performing each day.

JAVLIN Invest processes a large amount of data. While other investment apps might simply sync information provided by your brokerage accounts, JAVLIN Invest runs complex calculations, including supervised machine learning, Monte Carlo simulations, backtesting, and optimization algorithms. We appreciate your patience as we continually strive to make the app more efficient. With investing, good things come to those who wait.

Unfortunately, no. In the realm of investing, nothing is guaranteed. Investing in stocks that performed well in the past doesn’t ensure desirable performance in the future. Portfolio optimization simply attempts to reduce risk while maintaining positive returns. It doesn’t promise any particular outcome.

Historical data is used when we are taking a “snapshot” of what your portfolio looks like today, such as the metrics on the home tab. Forecasted data, which includes analyst predictions, is used for forward looking metrics, such as the metrics on the build, allocate, and project tabs.Historical data is used when we are taking a “snapshot” of what your portfolio looks like today, such as the metrics on the home tab. Forecasted data, which includes analyst predictions, is used for forward looking metrics, such as the metrics on the build, allocate, and project tabs.

faq

Have questions about JAVLIN Invest? Our team has you covered.

How can JAVLIN Invest help me?
You might dream about finding the next Amazon or Apple stock—and holding onto it for decades as you continue to grow your portfolio. But, like many people, you probably don’t spend enough time considering the risks you’ll encounter along the way.

JAVLIN Invest lets you see your portfolio from a new vantage point—one that the pros use, which is based on historical data and industry-accepted formulas. With JAVLIN Invest, you gain powerful education on how to make better, safer, long-term investments—and you’ll do so in a fraction of the time it takes to use a spreadsheet.

How do you link my Brokerage account?

Unfortunately, we do not currently allow you to link your brokerage account anymore. Instead, we now give you the full flexibility to input your portfolio from Menu -> Manual Portfolio.

What does Project do?

In the JAVLIN Invest app, Project shows how macroeconomic factors can affect your portfolio through four distinct scenarios. Based on our proprietary supervised Machine Learning algorithms, Project can help inform your investment strategy. No algorithm can perfectly predict the market, but forecasting with Project offers a simple way to evaluate your portfolio’s potential performance and illuminate risk.

How do you calculate my portfolio’s optimized allocations?

We calculate the Efficient Frontier and then solve the convex optimization problem according to our objectives and constraints.

What is the gray line in my Risk vs Return chart?

The gray line represents the S&P 500 index, our benchmark for determining how well your portfolio is performing each day.

Why does JAVLIN Invest take longer to load than other apps?

JAVLIN Invest processes a large amount of data. While other investment apps might simply sync information provided by your brokerage accounts, JAVLIN Invest runs complex calculations, including supervised machine learning, Monte Carlo simulations, backtesting, and optimization algorithms. We appreciate your patience as we continually strive to make the app more efficient. With investing, good things come to those who wait.

Will optimizing my portfolio guarantee better returns?

Unfortunately, no. In the realm of investing, nothing is guaranteed. Investing in stocks that performed well in the past doesn’t ensure desirable performance in the future. Portfolio optimization simply attempts to reduce risk while maintaining positive returns. It doesn’t promise any particular outcome.

Why do some metrics use historical data and some forecasted data?

Historical data is used when we are taking a “snapshot” of what your portfolio looks like today, such as the metrics on the home tab. Forecasted data, which includes analyst predictions, is used for forward looking metrics, such as the metrics on the build, allocate, and project tabs.Historical data is used when we are taking a “snapshot” of what your portfolio looks like today, such as the metrics on the home tab. Forecasted data, which includes analyst predictions, is used for forward looking metrics, such as the metrics on the build, allocate, and project tabs.