Portfolio Optimizer

What is portfolio optimization?

This tool applies modern portfolio theory to balance expected return, volatility, and covariance of your chosen tickers.

How to interpret the results

• Allocation weights: Suggested percentages for each asset to hit the objective.
• Risk contribution: Highlights which assets dominate portfolio risk even at small weights.
• Backtest: Compares optimized returns to equal-weight/benchmark context.

Practical applications

• Design diversified, risk-aware allocations.
• Rebalance existing portfolios toward better risk-adjusted profiles.
• Understand trade-offs between maximizing return and minimizing variance.