Overview

The portfolio optimizer is a planned allocation tool that will suggest how much weight to put in each position to better balance expected return against risk. This page explains what the tool is intended to do and who it is for. The tool is in development and not yet available on any plan, so this page does not document live inputs, outputs, or results.

Coming soonThe portfolio optimizer is in development and not yet available to all plans.

When you open the tool today, you see a coming-soon notice rather than a working builder. The notice carries a target availability date of June 1, 2026. No input forms, suggested weights, charts, or metrics are reachable until the tool launches.

What it will show

Once it ships, the portfolio optimizer is intended to help you find a set of position weights that aims for a stronger trade-off between expected return and risk than your current mix. The tool is described as working on a basket you already own or choose, and comparing your current allocation against an optimized one.

The product framing describes the following planned capabilities. None of them is live yet, so treat each as a forthcoming feature rather than a step you can run today.

Plot an efficient frontier for the basket you own or select. An efficient frontier is the set of allocations that offer the highest expected return for a given level of risk.
Compare your current allocation against a suggested optimized allocation, side by side.
Support several optimization goals: maximizing the risk-adjusted return (the Sharpe ratio), targeting a chosen volatility level, or spreading risk evenly across holdings (risk parity).
Apply guardrails to a suggested allocation, such as a cap on any single position, caps per sector, and a limit on how much trading (turnover) a suggested change would require.
Apply the suggested weights to a manual portfolio so you can act on the result.

Who it is for

The portfolio optimizer is aimed at investors who already track a portfolio and want a data-driven second opinion on position sizing, rather than choosing weights by feel. It assumes you are comfortable with the idea of balancing return against risk, and that you are willing to review suggested trades before acting on them.

The following situations describe how the tool is expected to help once it is available. Each is forward-looking and applies only after launch.

You hold a concentrated portfolio and want to see whether spreading weight differently could lower overall volatility without giving up much expected return.
You invest for the long term and want a suggested set of weights that targets a specific volatility level you are comfortable with.
You own a basket of stocks and want to compare your current allocation against an optimized one before deciding whether to rebalance.

Availability

The portfolio optimizer is marked coming soon and is locked for every subscriber tier. Free, Pro Lite, and Pro users all see the coming-soon notice rather than the tool. No tier has access while the tool is in development.

When the tool launches, this page will be updated with its inputs, outputs, calculation methods, data sources, and tier access. The planned data context, described here for reference only, is market price history sourced through AlphaVantage (which includes Nasdaq-listed quotes delivered through AlphaVantage) together with your own portfolio holdings. There is no live data flow to document yet.