Windham Portfolio Advisor
  • Windham Portfolio Advisor Support
  • Installation
    • Installing the Windham Portfolio Advisor
    • Installation Prerequisites
    • Installation FAQ
      • License Key Management
  • Time Series
  • Managing Custom Time Series
  • Custom Time Series Excel Add-in
  • Custom Time Series Utility
  • Updating the Windham Time Series Database
  • Mixing Data Periodicities within a Case File
  • Hedged and Unhedged Time Series
  • Overlays
  • Expected Risk
    • Annualizing Volatility and Return
    • Correlation
    • Covariance
    • Exponential Risk
    • Quiet and Turbulent Risk
    • Series Filter
    • Views (Risk and Correlation)
  • Expected Returns
    • Historical Returns
    • Equilibrium Returns
    • Implied Returns
    • Black-Litterman
    • Blend
    • Estimating Future Value: Arithmetic or Geometric
  • Optimization
    • Multi-goal Optimization
    • Transaction Costs and Turnover Controls
    • Risk Aversion
    • Full-Scale Optimization
  • Simulation
    • Simulation Methods
  • Exposure to Loss
    • Value at Risk
    • Probability of Loss
  • Risk Budgets
    • Risk Budgets
    • Value at Risk Sensitivities
  • Factor Analysis
    • Windham Factors
    • Factor Analysis
  • Cash Flow Analysis
    • Cash Flow Rules
    • Distribution of Wealth
    • Target Wealth Probability
  • Miscellaneous
    • Effective Tax Rates
    • Shadow Assets, Shadow Liabilities, and Illiquidity
    • Asset-liability Optimization
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  • System Requirements
  • Downloads
  • Install the prerequisites for the WPA
  • Core Installation Kit (without Prerequisites)
  1. Installation

Installing the Windham Portfolio Advisor

The Windham Portfolio Advisor (WPA) is a complete portfolio optimization and risk management platform that integrates cutting edge research for institutions and managers.

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Last updated 6 months ago

System Requirements

Minimum

Recommended

Microsoft Windows 7

Microsoft Windows 10

Any Intel or AMD x64 processor

Intel x64 processor with more than two logical cores

1.5GB of HDD space

1.5GB SSD space

1GB RAM

8GB or more

No specific graphics card

Hardware accelerated graphics supporting OpenGL 3.3

Please note that the desktop software does not support installations on shared or network drives.

Downloads

The current version of Windham Portfolio Advisor is 3.0.0.10430

Install the prerequisites for the WPA

For new users, new workstations, and for clients who do not have installed, please follow the install order of the frameworks required for the WPA to run described in :

Once that is complete, proceed with the core installation kit below.

Core Installation Kit (without Prerequisites)

For clients who have prerequisite components installed, download the core kit:

⚙️
⚙️
prerequisites
Installation Prerequisites
http://wpaupdates.windhamlabs.com/WPACoreInstaller.exe
Windham Portfolio Advisor Installer (prerequisites not included)