QQQ 438.77 -0.12% SPY 511.42 +0.38% TLT 92.35 +0.21% VIX 16.84 -1.95% QQQ 438.77 -0.12% SPY 511.42 +0.38% TLT 92.35 +0.21% VIX 16.84 -1.95%

Portfolio optimizer · live data

Enter what you own. We pull the prices and optimize.

Type the tickers and how much you have invested in each. The optimizer pulls 2 years of daily price history from Yahoo Finance, computes the real covariance matrix, and shows your current allocation side-by-side with the Max-Sharpe (tangency) portfolio — including the exact dollars to rebalance.

Your holdings

TickerDollars invested
Advanced options

Result

Enter your holdings and click Optimize — we'll pull live prices and compare against the optimal portfolio.

Efficient frontier

Risk & return for every random mix on the simplex.

Same engine, different lens: sample thousands of random long-only portfolios and plot the (vol, return) cloud. The frontier is the upper envelope; the tangency point is the highest Sharpe.

Inputs

Pulls daily prices via Yahoo Finance for proper covariance.

Frontier

Generate the frontier to see the risk/return cloud and key portfolios.