This page explains how to build a portfolio, understand the results, and make adjustments using the optimizer.
Lower risk means more defensive and diversified portfolios. Higher risk means more growth exposure and concentration.
💡 If you're unsure, start around Risk 5–6.
The optimizer selects stocks from the available universe, assigns weights that sum to 100%, and calculates portfolio metrics based on your risk preference.
You'll see stock tickers, sectors, weights (percentage of portfolio), and optional per-stock statistics. Each weight shows how much of your portfolio is allocated to that stock.
By default, the optimizer builds a portfolio from a broad stock universe.
You can also narrow the selection by:
When you do this, the optimizer:
If you select fewer than 10 stocks, the optimizer works with what's available. If you select more, it chooses the most suitable combination.
What this means for you: You control what the portfolio can contain — the optimizer decides how to balance it.
You can change weights using sliders or input fields. When you adjust one weight, others rebalance automatically to maintain a 100% total. The portfolio always stays valid.
What this means for you: You can explore different preferences without breaking the portfolio math.
A long-term, annualized estimate based on historical behavior. Not a prediction or guarantee. Best interpreted over multi-year horizons (e.g., 5–10+ years).
How much the portfolio tends to fluctuate. Higher volatility means bigger ups and downs in value over time.
A stability and consistency signal based on the underlying stocks. Higher quality scores often indicate more resilient portfolios.
Risk-adjusted efficiency. It measures how much return you get per unit of risk. Higher Sharpe ratios indicate better risk-adjusted performance.
⚠️ These metrics are estimates, not promises.
Higher risk generally leads to higher potential return but also higher volatility. Lower risk provides smoother performance with lower upside potential.
Because concentration, volatility, or correlation likely increased. The optimizer balances multiple factors, so increasing one stock's weight can affect the overall portfolio quality.
To keep the portfolio diversified and at 100% total weight. When you adjust one weight, the optimizer automatically rebalances the others to maintain validity and diversification.
You can adjust weights freely, but the optimizer keeps the portfolio valid and may apply limits based on your selected risk level to prevent over-concentration.
The optimizer selects up to 10 stocks that best match your risk and diversification constraints.
Build your portfolio based on your risk preference.
Build my portfolioEducational purposes only. Not financial advice.