Portfolio Builder: model your whole portfolio at once

Portfolio Builder works on all your positions at once instead of one trade at a time. Load your holdings or pick assets from the list, then see the mix that gives the best return for the risk you are willing to take.

Open Platform

What changed

• Test the portfolio against past market crashes.
• Project thousands of possible future paths for your mix.
• See how closely your positions move together and what is driving the risk.
• Optimise long-only, or allow short positions.