Resources

Documentation

Learn the software

Portfolio Probe User’s Manual

Learn the fundamentals of Portfolio Probe, installation, workflows, and core concepts. Go to the User’s Manual page to download the current edition.

Follow practical examples

Portfolio Probe Cookbook

Step-by-step examples that show how to solve common portfolio management tasks using Portfolio Probe such as basic R functionality, how to generate random portfolios, how to do mean-variance type optimization or scenario optimization.

Look up technical details

Portfolio Probe’s Reference Manual

Detailed technical documentation for Portfolio Probe’s R functions and packages. Find function descriptions, arguments, usage examples, and implementation details.

Obsolete Documentation

If you need documentation for an earlier version of Portfolio Probe, then contact us: support@portfolioprobe.com

Backward Compatibility

Version 1.04

There were some changes in version 1.04 that are not backward compatible with previous versions.  The changes are highlighted in the backward compatibility document.