Five optimization methods. Twenty-seven asset classes. Monte Carlo simulation. Backtesting. The same tools the big firms use — completely free.
No credit card required
See how it works — 5 minute walkthrough
Seven Modules
Max Sharpe, Min Variance, Risk Parity, HRP, and Black-Litterman. Find the optimal allocation for any objective.
Fan charts with configurable horizons, withdrawal rates, and rebalancing. See the full range of outcomes.
Test portfolios against 23 years of real returns. Drawdowns, rolling metrics, calendar-year performance.
Build custom allocations across 27 asset classes. Save, compare, and load portfolios instantly.
J.P. Morgan's 10–15 year forward-looking geometric returns. Override any assumption to test your own views.
Full correlation and covariance matrices. Understand how your assets interact across market regimes.
Higher-moment analysis. See which assets have fat tails and asymmetric return distributions.
Independent advisors who need institutional tools without institutional costs
Self-directed investors who want to build portfolios backed by data, not guesswork
FIRE planners who need Monte Carlo simulations and safe withdrawal rate analysis
CFA candidates and finance students who want to see portfolio theory in action with real data
Pricing
Everything included. No credit card required.