Portfolio Optimizer – Build Stock & ETF Portfolios by Risk
Build a diversified stock and ETF portfolio based on your risk tolerance with our easy tool.
Select your universe, add tickers, and choose your desired risk level to generate an optimized allocation.
Portfolio Universe
Select one or more universes to define the stock pool. The optimizer will choose up to 10 stocks from this pool that best match your selected risk.
Ticker Selector
No tickers selected. Add tickers below.
Optionally add specific tickers you want considered. If you add more than 10, the optimizer will pick the best 10 based on risk and diversification.
Risk Bucket
6Presets adjust the risk level — you can fine-tune using the slider.
Moderate-Aggressive - Higher growth potential
Adjust your risk level. Higher risk means more growth-oriented and concentrated portfolios; lower risk means more diversification and stability.
Run optimizer & review portfolio — the optimizer will pick up to 10 stocks from your selection based on risk.
Why Portfolio Optimization Matters
Portfolio optimization is about balancing risk and return across your holdings. Instead of focusing only on individual stocks, this process evaluates how your investments interact with each other to create a diversified and resilient overall portfolio.
By optimizing your allocation based on risk, you can build portfolios that match your investment objectives — whether you want conservative stability or aggressive growth.
How the Portfolio Optimizer Works
The Portfolio Optimizer guides you through a simple process:
- Select a portfolio universe that matches your investment focus
- Add stocks or ETFs and assign their weights
- Choose a risk level from low to high
- View your optimized allocation and detailed metrics
This tool evaluates historical volatility and correlations between assets to generate choices that match your selected risk level.
Next Steps After Optimization
These tools help you assess risk levels, compare strategies, and refine your allocation even further.
This Portfolio Optimizer is designed to support informed decision-making and help you explore risk-aware portfolio construction. It does not constitute financial advice.