Portfolio Optimization

Build and optimize your investment portfolio using modern portfolio theory and advanced analytics

Portfolio Assets

Select stocks for your portfolio

Upload benchmark data for comparison

Configure data download parameters

Country/Market

Interval

Start Date

End Date

Configure optimization parameters

Optimization Type

Risk Measure

Maximum Equity Allocation (0-1)

0.5 = 50% max per stock

Maximum Sector Allocation (0-1)

0.5 = 50% max per sector

Maximum Equity Allocation (0-1)

0.5 = 50% max per stock

Risk-Free Rate (0-1)

0.2 = 20%

Risk-Free Rate (0-1)

0.2 = 20%

Holding Period (Days)