Instantly check the best and worst performing stocks
Charts plotting return, volatility and correlation
Plots of historic and forward looking efficient frontiers and optimal portfolios
Chart the realized historical performance of Your Portfolio, portfolios with simple 1/N weights and mean variance optimization portfolios
Custom settings and bespoke analyses
Tap on your chosen index to chart the risk and return characteristics of each stock in that index. Swipe across the efficient frontier to reveal optimized stock portfolios.
Use the Forward Optimizer tool for forward-looking analyses based on expected future returns set by you.
Add stocks to Your Portfolio. You can edit the weighting you have to each stock.
Use the Portfolio Back-Test tool to chart the realized historic performance of Your Portfolio. You can compare this against portfolios with simple 1/N weights and against more complex mean variance optimization portfolios.