Portfolio Optimizer

Powerful, free, and easy to use

Portfolio Optimizer

Optimize your investment portfolio for maximum returns with risk management.

Portfolio Settings

Target Return (%)

Risk Tolerance

Time Horizon (Years)

Assets

Symbol

Name

Expected Return (%)

Volatility (%)

Weight (%)

Symbol

Name

Expected Return (%)

Volatility (%)

Weight (%)

Symbol

Name

Expected Return (%)

Volatility (%)

Weight (%)

Symbol

Name

Expected Return (%)

Volatility (%)

Weight (%)

Symbol

Name

Expected Return (%)

Volatility (%)

Weight (%)

Total Weight: 100.0%

关于Portfolio Optimizer计算器

The portfolio optimizer helps you find the best asset allocation for your investment goals by balancing risk and return. It uses mean-variance optimization principles to suggest efficient portfolio weightings across multiple assets. The tool is valuable for investors who want to maximize expected returns for a given level of risk tolerance or minimize volatility for a target return.

使用方法

Add the assets in your portfolio and provide their expected returns, standard deviations, and correlations with each other. Set your target risk level or desired return. The optimizer will calculate the ideal allocation percentages and display the efficient frontier curve. Review the suggested weights and compare them to your current allocation to identify rebalancing opportunities that could meaningfully improve your risk-adjusted performance over the long run.