Portfolio Optimizer

1 Start

2 Portfolio

3 Strategy

4 Universe

5 Finalize

Pick Your Portfolio

I want to check investment strategies:

I would like to expand my current portfolio:

Investor Region

Enter Your Portfolio

Specify Shares Specify Portfolio Weights (%)

Ticker	Shares

Add Ticker to Expand Portfolio

Enter the ticker you'd like to test adding to your portfolio.

Number of Shares to Add:

Portfolio Expansion Setup

Risk-Free Rate (%)

Alternative Stocks

Choose stock selection mode: All Available Companies and ETFs All Available Companies All Available ETFs Top Companies & ETFs Custom Stock List

Custom Stock List:

Set Up Your Investment

Investor Region:

Investment amount:

Enter custom amount Use current portfolio value

Portfolio value will be calculated from your entered holdings

Current Risk-Free Rate (%):
Estimate current interest earned on a savings account, treasury bills, or similar low-risk yield.

Fixed Stocks: (add tickers one-by-one)

Investment strategy:
MAX SHARPE — Maximize Sharpe ratio based on risk-adjusted relative returns
MAX RETURN — Maximize return with a Volatility Target
MIN VOLATILITY — Minimize volatility with a Return Target.
MAX DIVIDEND — Maximize Dividends with a Return/Volatility target

Max Return: Volatility Target (%)

Min Volatility: Return Target (%)

Max Dividend: Return Target (%) Max Dividend: Volatility Limit (%)

Choose Your Stock Universe

Would you like to specify the types of companies to consider?

Only Use My Current Potfolio Stocks
All Available Companies and ETFs
All Available Companies
All Available ETFs
Top Companies & ETFs

Benchmark Comparison

Compare with your existing portfolio?

Yes No

Select a benchmark: