Institutional-Grade
Portfolio Construction.
Completely Free.
Five optimization methods. Twenty-seven asset classes. Monte Carlo simulation. Backtesting. The same tools the big firms use — completely free.
No credit card required
Three Workflows
Optimize. Simulate. Retire.
One platform for the full lifecycle of portfolio construction.
Optimize
Max Sharpe, Min Variance, Risk Parity, HRP, Black-Litterman. See exactly how your portfolio changes with delta arrows and what-changed tables.
Simulate
1,000 Monte Carlo paths with fan charts, guardrails spending, and full risk metrics. See your probability of success at every withdrawal rate.
Retire
Safe withdrawal rate analysis with survival heatmaps across 13 rates and 7 horizons. Click any cell for a detailed fan chart.
Live Data
Global Macro Cockpit
Real-time indices, yield curves, credit spreads, CAPE valuations, factor performance, and FX — all in one view.
No Signup Required
14 Free Tools
Every tool below works without an account. Use them, share them, bookmark them.
Built for Anyone Who
Takes Investing Seriously
Whether you manage other people's money or just your own.
Independent Advisors
Institutional-grade tools without the Bloomberg terminal price tag. White-label PDF reports for clients.
Self-Directed Investors
Stop guessing allocations. Build portfolios backed by J.P. Morgan's forward-looking data.
FIRE Planners
Monte Carlo simulations, safe withdrawal rates, and retirement survival analysis with real assumptions.
Finance Students & CFA Candidates
See portfolio theory in action. Efficient frontiers, risk parity, and factor models with real data.
See It In Action
5-Minute Walkthrough
Watch how to go from zero to optimized portfolio in minutes.
Pricing
Free. No Catch.
Everything included. No credit card required.
- 27 asset classes with JPM 2026 data
- 5 optimization methods incl. Black-Litterman
- Monte Carlo simulation with fan charts
- Retirement analysis with survival heatmaps
- Historical backtesting (2002–2025)
- Live market dashboard with CAPE valuations
- Bitcoin & custom ticker support
- PDF reports & unlimited saved portfolios
- Multi-currency (USD, GBP, EUR, AUD, CAD, JPY)
Start Building Better Portfolios
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