PORTAX Software > Inputs > Correlations Editor

The Correlations Editor contains single period, total before-tax return correlations.  PORTAX automatically handles the adjustments necessary for multi-period, after-tax analysis.

 

PORTAX also has the ability to handle multiple occurrences of the same asset such as having the same Large Cap Equity asset in both an investment portfolio and 401(k) sub portfolio.

 

 

 

 

 

 

 

 

PORTAX Correlations Editor

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