Data Analysis Tools, Calculators & Spreadsheets
Third Sector Advantage provide a wide range of tools and calculators to professional investment advisers and risk managers.

Portfolio Construction & Risk Analysis:
  • TSA SAA Calculator
  • TSA Discounted Cash Flow Analysis
  • Risk adjusted cash flow analysis for long term investors.
  • Monte Carlo Simulation (risk, cash flow & performance analysis)
  • Portfolio Optimisation (non-Markowitz)
  • Retirement, Savings & Quality of Life
  • Volatility-Adjusted Returns (explaining the impact of time, leverage and cash flows on final wealth)
  • The impact of tax on trade decisions and investment returns

Economic & Market Analysis
  • The Case for Cash (market valuation)
  • Schiller CAPE Analysis (R, Shiny)
  • ​Effects of Monetary Policy and Risk Premiums on Asset Price Returns (asset pricing)
  • Property vs Shares (Simulator)​

​Other
  • 4Sight (trading simulator)
  • Superannuation Fund Review 2017 (analysis of all major superannuation funds, approximately $1 trillion AUM)​
  • Investing in Small Business: Analysis of cash flow and capital structure
  • Small Business Valuation Benchmarks
  • Life Expectancy Calculator
  • Income Tax Calculator
  • Recommended Reading​
Fees
License fees: from $32 per month / $298 per annum (single module)
Unrestricted License: from $599 (single module)
Professional Package: from $165 per month (9 modules; 4 interactive, 5 static)
ProDeveloper (OpenAccess): from $2,990 (single module)

For further access and information, please contact us at: info at insightws.com.au